What is the money-weighted rate of return?

Also called internal rate of return (IRR), it measures the return of an investment portfolio based on both the amount and timing of cash flows.

How is MWRR different from time-weighted return?

MWRR is affected by the size and timing of contributions and withdrawals. Time-weighted return removes these effects to isolate investment performance.

When should I use MWRR?

Use MWRR when you want to measure your personal return, especially if you've made several deposits or withdrawals over the investment period.

OPTIMLY Calculators | Money-Weighted Rate of Return Calculator

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