Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

Risk-free return represents the theoretical yield on a perfect investment with zero risk. Learn how it's calculated and ...

Have you ever looked at your rate of return and wondered how to interpret it? How do you know whether your portfolio performance is good, bad, or somewhere in between? And how do you go about ...

Everyone loves seeing growth in their portfolio. However, a good year of investing doesn't necessarily indicate a sound long-term investment strategy. Generating sufficient retirement income means ...

Given the decades-long market upswing followed by the recent downturn, you may have questions about if your money is really working for you. For instance, is it possible to make an average 25% rate of ...

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 ...

It is difficult to know how much to invest in stocks or for how long you need to hold that investment. The truth is that, historically, the stock market averages around a 10% rate of return, not ...

Through good times and bad, public pension plans have been reducing their assumed rates of return for more than a decade, a recognition that they must be more conservative for the long term. But the ...