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MONEY-WEIGHTED RATE OF RETURN
MWRR calculator -
Money-weighted rate of return
The money-weighted rate of return (MWRR) is a percentage that tells you how much your investment has increased or decreased in value, taking into account the timing and amount of any further contribtuons and withdrawals that you have made.
Your investment
INITIAL AMOUNT:
INVESTMENT DATE:
CURRENT VALUE:
VALUATION DATE:
Contributions and withdrawals
HOW MUCH:
WHEN:
EVERY:
Week
Month
Quarter
Year
TYPE:
Select Type
Contribution
Withdrawal
CASHFLOW TABLE:
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Show Table
Add Row
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Calculate MWRR
Result
RETURN
ANNUALISED RETURN