Use the Sharpe ratio to evaluate an asset's risk vs. return Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple ...

Begin with the following formula:=PV*(1+R)^NEither write this formula in an Excel spreadsheet cell or elsewhere for reference. Enter the present value in an Excel spreadsheet cell in place of "PV," ...

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 ...

Leslie Kramer is a writer for Institutional Investor, correspondent for CNBC, journalist for Investopedia, and managing editor for Markets Group. Correlation measures the linear relationship between ...

Beta is the 2nd letter in the Greek alphabet, and the financial world uses it to refer to the sensitivity of an asset’s price compared to a specific index or benchmark. Beta is also used as a measure ...

Use Excel to calculate daily returns and standard deviation to gauge stock volatility. Annualize volatility by multiplying daily standard deviation by the square root of 252. Remember, standard ...

While there are formulas and tools for performing simple functions like addition, subtraction, multiplication, etc. in Excel, exponential calculations could be a little complicated. There is no ...

Volatility is the bane of many investors. Bumpy moves in your portfolio in response to market fluctuations can cause you to make emotionally driven mistakes in your investing, and that can cause you ...

Stock's historical variance measures its return stability over time. Higher variance indicates greater return unpredictability and risk. Calculate variance using Excel to simplify the process for ...