Money-weighted Rate of Return – Excel Template

Ivan Kitov
Ivan Kitov

The money-weighted rate of return is a method for calculating the compound growth rate in a portfolio. It is used to calculate the internal rate of return on a portfolio by considering all cash flows.

Some other related topics you might be interested to explore are Time-weighted Rate of Return, Holding Period Return, and Internal Rate of Return.

This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as a Banker, Investment Professional, Corporate Finance Practitioner, or Portfolio Manager.

You can now download the Excel template for free.

Money-weighted rate of return is among the topics included in the Quantitative Methods module of the CFA Level 1 Curriculum.