What is a weighted average return?

It is the overall return of a portfolio, adjusted for the proportion of each investment. It helps evaluate the impact of each holding on total performance.

When should I use this calculator?

Use it to assess the total return of a portfolio made up of various investments with different weights and performance levels.

Is this calculator suitable for comparing funds?

Yes, it's useful for comparing blended returns from multiple funds or evaluating manager performance in diversified portfolios.

OPTIMLY Calculators | Weighted Average Return Calculator

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