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What should I look for in a good Investment Performance Evaluation calculator?

A good investment performance calculator will give you the ability to input various cash flow scenarios and compute weighted returns, among other options.

A really useful investment performance calculator will allow you to input various cash flow scenarios and to see weighted returns based on these. Dollar-and-time-weighted performance, dividend cash flows, deposits and withdrawals, as well as fees paid for various transactions, will all be incorporated in a good calculator.

You can use it to gauge the performance of one investment or your entire portfolio, especially when money has been deposited or withdrawn.

What you’re looking for is not just the overall return, but a standardization of the performance that can be compared to other investments or years in your portfolio on an annualized basis.

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Keywords: financial calculators, portfolio performance, cash flows, dollar-weighted, time-weighted,