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. While basic ...

In order to make an educated decision when making any investment, you need to try to determine how much you could make on that investment. It’s also important to know how much you’ve made on the ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society ...

Michael Boyle is an experienced financial professional with more than 10 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Ariel Courage is ...

Excess return refers to the return on an investment that surpasses the return of a benchmark or a risk-free rate. It measures the performance of an investment in relation to its expected or required ...

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 ...

Benzinga explains the various measures used by smart investors to measure risk and return more accurately. Investing is about getting the most bang for your buck. Average investors chase high returns, ...

Many portfolios look strong on headline returns, but Sharpe ratio helps you see if that performance truly compensates for the volatility along the way. By comparing excess return over a risk‑free rate ...

Investors are optimists. Buying a public company’s shares today is a hopeful act that those shares will be more valuable in the future. A big challenge is holding onto that conviction during highly ...

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 ...