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Corporate Finance

The Money-Weighted Rate of Return (MWRR)

The money-weighted rate of return (MWRR) is a key metric for evaluating the impact of investment timing and cash flow amounts on overall portfolio performance. Unlike other methods, MWRR reflects the actual return an investor experiences by accounting for the timing of fund additions and withdrawals. This makes it especially useful for assessing personal investment outcomes.

Ned Krastev by Ned Krastev 4 min read
Corporate Finance
Holding Period Return and Yield Conversions
Ned Krastev by Ned Krastev 5 min read
Corporate Finance
Measuring Returns: Bank Discount Yield and Other Metrics
Ned Krastev by Ned Krastev 3 min read

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