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


geometric series sum calculatorinterval notation practice problemsconvert to polar calculatorhexagon calculatorlcm of 75calculating inequalitiesindirect truth tablesvolatility calculatorinteger story problemsroman letters converterwhat is cot mathmilitary phoeneticsgcf of 26simplyfying radicals calculatorsimplifying absolute value equationsfind the center and radius of the circle calculatorsystem of equations word problems solverangular momentum calculatorfactoring gcf polynomials calculatorcalculator algebraic expressionsprime factorization of 308solving quadratic inequalities calculatorheads and tails coin flipxxx in roman numeralsempirical rule calculator with mean and standard deviationhow to do permutations on a calculatorword equations calculatormultiplying trinomials and binomialsmatrix adjoint calculatormixed numbers to fractions calculatororder of operations with integers calculator75 degrees in radiansfactoring foil calculatorhow to add fractions with radicalsaddition and multiplication properties of equalityprime factorization for 175lengths of a triangle calculatormarkup and markdown calculatorarithmetic series calculatorgcf of monomialsalgebreic calculatorformula for increasing annuityword problem math solverdistance midpoint calculatorwhat digit is in the ten thousands placemean of sampling distribution calculatorexponential smoothing forecast formula11110 binary to decimalsolving literal equations and formulasmph mathfind the real zeros calculatorfurlong to yardspunnet square calculatoralgebraic problem solverleast common factor finderlcm and gcf word problemserror margin calculatoralgerbraic calculatorradius and circumference calculatorgcf factor calculatorfind three consecutive integersgcf lcmconvert pints to mlmiles per hour distance calculatorcomplex algebra calculator8.25 sales tax calculatorsquare root 841punnett square homeworkcups literfind critical values calculatorwhat is additive inverse of a fractioncalculate mapehow to convert grams to centigramsexamples of multiplicative identity property