Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

The Nifty 50 has delivered zero returns in the past year. But a deep dive reveals major variations across asset classes and even within equity segments. Here is a round-up of the recent 1-year returns ...

Relying on the backtest, SPMO generates alpha compared to the S&P 500 or other factor-based ETFs. The time-sensitive structure of SPMO mitigates the overcrowded risk, but hardly calms downturns, and ...

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 ...

Fixed deposits are a go-to investment option for those who value stability and assured returns. However, accurately calculating your earnings is critical to ensuring your financial goals are met. An ...

Diversification is one of the most talked-about principles in investing, and yet one of the most poorly executed in practice. While almost everyone has heard the advice, “don’t put all your eggs in ...