You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors.

Select a sequential range and use figures from consecutive periods to calculate annualized return. How to Use Annualized Return Effectively Annualized return is an effective metric for comparing the ...

To factor this in, you can calculate annualized return on investment. This just means that you divide the ROI by the number of years you held the investment.

Return on Investment (ROI) can help you determine how much you'll have for retirement. Here are key formulas and strategies to plan and maximize your financial future.

Understanding the allocations in your Roth IRA can help manage volatility and set realistic expectations for long-term ...