To truly calculate the total return of an investment, you must include the CGY or CGL and dividend yield. Many brokerages will provide the CGY and total return on investment for the stocks you hold.

Calculating the return One of the best methods for calculating an average return for a stock investment is the XIRR function in Excel.

Return on investment (ROI) measures how well an investment is performing. Learn how to calculate and interpret the ROI of your current portfolio or a potential 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.

In order to make educated decisions when investing, you need to determine how much you could make on that investment. To do this, you need to calculate return on investment, or ROI.

Find out more about return on equity, the formula to calculate ROE, and how to calculate this measure of corporate profitability in Microsoft Excel.

The annual rate of return on the $400k turns out to be 14% and the total multiple is 1.3x. That's not a bad outcome for a personal investment in a local business you want to support.

Calculating Total Expected Return in Excel First, enter the following data labels into cells A1 through F1: Portfolio Value, Investment Name, Investment Value, Investment Return Rate, Investment ...

To truly calculate the total return of an investment, you must include the CGY or CGL and dividend yield. Many brokerages will provide the CGY and total return on investment for the stocks you hold.