Press

Browse our collection of current and important articles and press releases below.

Simple and money-weighted yield calculation

The timing of deposits and withdrawals can affect a portfolio’s return. While the effects of these cash flows are not taken into account separately in the simple yield calculation, the money-weighted yield includes the effects
Both methods of calculating the rate of return are valid and acceptable, but they have their own peculiarities that must be taken into account when interpreting them.

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