The nominal rate of return shows the yield of an investment over time without accounting for negative elements such as inflation or taxes. By calculating the nominal rate of return, you can compare ...

When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...

If you are using Microsoft Excel to manage numerical data, at some point you're inevitably going to display percentages. Doing so can give you a new insight, or make summarizing heaps of data a bit ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

How to calculate a conditional running total using a PivotTable in Excel Your email has been sent An expression to return a simple running total in Excel is easy — a few references and you’re done. A ...