Learn to calculate the Sharpe Ratio in Excel for insightful investment analysis. Our guide will help you assess risk versus ...

Calculating return on investment (ROI) on a rental property is essential for understanding its profitability and making informed decisions as an investor. ROI measures how much profit you’re ...

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.

Q. I have prepared projections for a proposed project, and I want to calculate the internal rate of return. Instead of using Excel’s IRR function, should I use simple math formulas so others can ...

Return on investment (ROI) measures overall investment success; operating income ROI focuses on core business performance. Calculate operating income ROI by dividing operating income by total ...

It’s easy to stick money in your retirement fund and forget about it. But that doesn’t mean you should! As important as consistent saving is understanding your rate of return on investment (ROI). If ...

Forbes contributors publish independent expert analyses and insights. Bernie Kent, J.D., CPA, PFS covers taxes and investments. This article is more than 3 years old. Time weighted rate of return and ...

Analysts use the return on invested capital (ROIC) metric to evaluate a company's capital allocation decisions. In particular, it's common to use ROIC in comparison with a company's weighted average ...

Caroline Banton has 6+ years of experience as a writer of business and finance articles. She also writes biographies for Story Terrace. Gordon Scott has been an active investor and technical analyst ...

In simple terms, a company's net income is its total revenue minus all business expenses, taxes and debt payments. A business with costs greater than the amount of revenue it brings in over the course ...