With Excel and data from your broker, however, calculating the average return is fairly easy using the XIRR function. How to calculate average stock returns in Excel ...

How to Calculate the Average Annual Rate of Return in Excel. If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of ...

Knowing how to calculate your portfolio's returns is essential to becoming a savvier investor. Learn the basic principles here to correctly calculate your investment portfolio returns.

Microsoft Excel, the widely used spreadsheet software, can be helpful for statistical analysis, with its built-in functions and free add-in tools.

Year-to-date (YTD) return is the amount of profit or loss on investments during the year. Learn how to calculate YTD return and discover its importance.

Each month, I provide an update to my four dividend growth model portfolios that includes portfolio beta and other volatility-adjusted metrics, such as the ...

How to Use Excel to Calculate the ROI on a Product. "Return on investment" is a financial calculation used to gauge how well the money you invest earns you even more money.

Percentages aren't always easy to calculate, but one of the best tools in Excel's toolbox is calculating percentages for you. Here's how to do it.