- Compound Annual Growth Rate (CAGR) – The rate of return an investment needs to reach a target amount.
- Internal Rate of Return (IRR) – A budgeting tool used to compare different investments.
- Modified Internal Rate of Return (MIRR) – A budgeting tool used to compare different investments.
- Simple Dietz Method – A means of measuring historical portfolio performance.
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LAST UPDATE: October 17th, 2019