Dollar Weighted Rate of Interest

If you want to calculate the dollar weighted rate of interest return, use this calculator. This solves for interest rate return and net investment income. The formula is interest rate return (i) equals:

i = 2 * (Investment Income - Investment Expense)/(Asset at Beginning of Period + Asset at End of Period - Net Investment Income) where:

Asset at End of Period = Asset at Beginning of Period + All Income - All Expenses

Net Investment Income = Investment Income - Investment Expenses

Example: You are given an asset value of 10 million at 1/1/2008. During the year, income is 1,530,000 of which 530,000 is investment income. Also, 620,000 of expenses occur in which 20,000 are investment expenses. Find the interest rate of return at 12/31/2008.

First, you press solve for Interest Rate. Enter 10,000,000 for asset value, 1,000,000 for income, 530,000 for investment income, 20,000 for investment expenses, 1,000,000 for other income and 600,000 for other expenses and press calculate. Interest rate of return = 5%.


Related pages


finding the lcd calculatortetrahedron calculatorexponent calculator with variableequation calculator with fraction45 degree triangle calculatormath proof calculatortrend adjusted exponential smoothingcalculator with fractions and mixed numbersz table probability calculatormilliliters to decilitershow to calculate percentage of completion methodright tailed test calculatorordering decimals from least to greatest calculatorconvert to decimal notationoperations with radical expressionsdividing polynomials using long division calculator10 percent trimmed meansimplify radical 112calculator to divide polynomials32 ounce in literswhat is the gcf ofprime factorization of 588calculating trimmed meanleast to greatest decimal calculatorgcfcalculatorcalculate critical valuesalgebra shortcutsrational exponents solverbinomial calcmbar to mtorrtrihybrid cross generatoroctal calculator50 pints to gallonsconvert 2 gallons to pintsdeviation iq scoreshow to divide monomials with exponentswrite the following set in builder notation formcircle measurement calculatorhow to calculate profit functioncompleteing the square calculatordetermine the domain of the function calculatorcalculation of sinking fundmath answers generatordirect proportion calculatorlogarithms calculator onlinelong division with polynomials calculatorperimeter for a parallelogramgreatest common factor chartonline logarithm calculatorinterval notation range3 liters converted to ouncesannual yield calculatoradditive property of equality with integers calculatorfree integer word problems worksheetmilliliters to teaspoons calculatorcribbage hand3x 5y 1what is the average iq score for adultsequalities calculatorwhat is the gcf of 64 and 961 d kinematicscribbage flushgeometric means in right trianglesequation variable calculatorheads or tails fliphow to multiply binomiallcm of 2 and 3value of test statistic calculatorinequalities of trianglespemdas solveradding consecutive numbers calculatorlong division of polynomials calculator show workgreatest common factor calculator polynomialsboyle law calculatormultiplying and simplifying rational expressions calculatortrig sum and difference calculator