All Questions
Tagged with compound-interest rate-of-return
10
questions
2
votes
2
answers
64
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CAGR of Monthly Close Prices
In step 7 in this tableau tutorial he uses the number of periods as 12 I believe this number should change. So for instance if we started with January to March, the number of period would be 3. Then ...
- 133
-1
votes
2
answers
192
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What's the formula behind these two stock trading scenarios?
Let's say I have $10,000 in my account.
Scenario 1:
If I make 10 trades in a year and each trade I position size using only 25% every time and exit the trade after a 10% gain, my account would grow by ...
- 1
1
vote
2
answers
169
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calculating stock investment return
Please help. I am stuck. I am still pretty new to investing, so please be nice and a simple explanation is much appreciated. I want to calculate the capital gains (NO DIVIDEND) annual return of a ...
1
vote
2
answers
228
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Proper way to annualize returns
Searching for "how to annualize interest rates" on Google leads to the following results:
Wikihow's How to Annualize a Percentage
Investopedia's Annualized Rate of Return
Wikihow
...
- 1,297
0
votes
1
answer
134
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Is it good to invest in mutual fund during the down time in market?
Say there is a mutual fund and its annual return in the past 3 years i.e. 2017, 2018, 2019 were -10%, +20%, and -10% respectively.
A and B invest $100 in this fund at different time points. A ...
3
votes
4
answers
285
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What is an appropriate metric measure average annualized rate of return for an average investor?
Let us say an investor invests $X per year for N years. Let us say the final portfolio value is $Y. In this scenario, how should I measure a metric that quantifies "average annualized return"?
I ...
- 51
3
votes
3
answers
948
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How to calculate the return from a mutual fund?
How do I calculate the return from a mutual fund invested as a monthly SIP of Rs. 5000 over a period of 3 years at a return rate of 20.4% per annum?
The projected amount for the same is calculated by ...
- 261
7
votes
3
answers
7k
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401k compound interest vs other compound interest
Whenever I see the presentations or documents imploring me to invest in 401k and retirement, it always shows a nice graph showing a 7% compound interest and how less money saved earlier in your 20s ...
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4
votes
3
answers
1k
views
How can I calculate yearly interest of my investment gain?
I'm trying to figure out the yearly interest of a potential investment. Lets say I invested $10 000, 13 days later i cash out and I now have $10 500. The interest here is 4,76% for 13 days.
But can I ...
- 155
4
votes
2
answers
9k
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What are the standard industry practices or disclosures for computing compounded interest on retail deposit accounts in the United States?
I'm seeking to understand how my bank calculates the interest on my various deposit accounts (Money Market, Interest Checking, Savings, Certificate of Deposit) in order to simulate and predict it to a ...
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