Every thriving business relies on a robust return on investment (ROI) to help gauge whether its investments are yielding a profit. Although you as an individual investor possess shallower pockets than ...

Calculate monthly returns by adjusting your portfolio's start/end balance with net deposits or withdrawals. Compare monthly returns to benchmarks like the Dow to assess your investment strategy. Avoid ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Return on investment (ROI) measures the amount of ...

You’re an entrepreneur and have put time, money, and effort into your business. You want a good return on investment for all your work. Who wouldn’t? But knowing your ROI isn’t as straightforward as ...

Long-term investors know that it's important to keep perspective on the fluctuations of the financial markets. Nevertheless, looking at monthly returns on investment can give you important information ...

APR considers up-front fees to reflect the true mortgage cost, not just interest rates. Calculating APR involves adjusting the loan amount by adding fees to find a new rate. Always compare APRs, not ...

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

You’ve likely seen the term APR when shopping for a car loan or credit card. Short for annual percentage rate, APR gives you an idea of how much it’s going to cost you to borrow money. Knowing how to ...

The internal rate of return, or IRR, allows investors to analyze the profitability of investments and companies to analyze the profitability of capital outlays. The easiest way to understand IRR is by ...

The APR, or Annual Percentage Rate, of a loan is the amount of interest you’ll be charged in one year for that loan. The APR is determined by the interest rate for your car loan. It also includes fees ...