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XIRR is effective for calculating returns with irregular cash flows in mutual funds, while CAGR is suitable for steady investments, offering a straightforward measure of annual growth over time.
Let's find out. Five ways to ensure accurate XIRR calculation to maximise returns To get a true reflection of mutual fund returns, investors need to follow a systematic approach when calculating XIRR.
To get a true reflection of mutual fund returns, investors need to follow a systematic approach when calculating XIRR. Here are five key factors that help ensure accuracy and maximise returns: ...
You don’t need to worry about calculating XIRR. If you are doing mutual fund SIP s online, today, most apps show XIRR by default while showing the performance.
This article explains how investors can understand and compare returns of mutual fund investments using metrics like Point-to-Point Returns, CAGR, XIRR, and Rolling Returns.
Do you know what the impact of a 1% rise in rates will have on each of your bond mutual funds? Bonds funds have risks.
To calculate the turnover ratio, you need to know several numbers. First, you need to determine the total number of securities that the mutual fund has purchased during the period in question.
To calculate the turnover ratio, you need to know several numbers. First, you need to determine the total number of securities the mutual fund purchased during the period in question.