I may be off with the terminology but here is what I'm trying to do. I have downloaded all of my transactions for my retirement funds for the last few years. For each transaction, I have the number of ...

The rate of return on an annuity is a crucial aspect to consider when evaluating the suitability of this retirement ...

Rate of return is the percentage that an investment has grown or decreased over a specific time frame. You want your investments to return a gain, normally in the form of interest or dividend ...

Learn everything about the personal rate of return (PRR), including its definition, calculation, factors, pros, & cons.

If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

Do you feel lost trying to decide what to invest in? What if you had a tool to help you identify the best potential path forward? That’s how you can look at the internal rate of return (IRR): as a ...

Learn what compound interest is, how it’s calculated—from annual rates to continuous compounding—and why it’s powerful for savings (and dangerous for debt).

Calculating stock growth rates can be challenging and seem intimidating, especially with all the numbers and terminology getting thrown around. Every investor has a preferred way of calculating that ...

John Schmidt is the Former Assistant Assigning Editor for investing and retirement. Before joining Forbes Advisor, John was a senior writer at Acorns and editor at market research group Corporate ...

Total return includes both capital gains and dividends, providing a comprehensive view of stock performance. Expressing total return as a percentage or dollar value helps compare various investments ...

Real returns indicate if investments keep up with inflation, maintaining purchasing power. To calculate real return, subtract inflation rate from nominal return after taxes. Positive real returns show ...