Two financial analysts comparing a portfolio's performance with TWR and IRR. The time-weighted rate of return measures how your investments have performed in a vacuum. Basically, for the assets that ...

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 ...

Return on investment (ROI) and internal rate of return (IRR) are two important metrics used in evaluating investments. However, each metric is calculated differently and tells a different story. ROI ...

While a 12% annual rate of return has been suggested as possible in retirement investing, that's not always achievable. Here's why you may want to anticipate a more conservative return to account for ...

Whether you're new to the world of 401(k) plans or are looking to see how your investments stack up, having a general framework for 401(k) return rates can be financially beneficial, not to mention ...