BlackRock Managed Income Fund posted returns of 0.77% (Institutional shares) and 0.60% (Investor A shares, without sales ...

BlackRock Energy Opportunities Fund posted returns of -0.96% (Inst) and -1.07% (Investor A shares, without sales charge) for ...

Analysts use this formula to calculate it for Abundante: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ...

Lord Abbett Total Return Fund earns an Average Process Pillar rating. The most significant contributor to the rating is the firm's retention rate of the firm's portfolio managers, which is 82% ...

That formula has worked out so far based on the fund’s 22% year-to-date return. Shares have more than ... makes up more than ...

The Sharpe Ratio, developed by Nobel laureate William F. Sharpe, is a key tool for evaluating mutual fund performance. It ...

What is a good return ... your total returns. Ark Innovation ETF (ticker: ARKK) had a Sharpe ratio that rose during the pandemic. According to data from YCharts, the exchange-traded fund's Sharpe ...

Holding period return is the total return received from holding an asset or portfolio of assets over ... therefore be represented by the following formula: When receiving a gift of appreciated ...

ROI is an important measure of an investment's performance, but it has some drawbacks. Here is how to calculate it. Andrew Beattie was part of the original editorial team at Investopedia and has ...

If you're shopping for a dividend-stock fund, do what you do when you buy ... Dividends have a long history of adding to a stock's total return. The ability to pay a dividend is "a signal of ...

But if you want to DIY this calculation, here's the formula: Net expense ratio = (Total operating ... a 1% expense ratio and the fund had a 10% annual rate of return, you'd pay more than $36,000 ...

The Motley Fool's real money portfolios include Pro, Supernova, and the Everlasting Portfolio. The total return is calculated using a time-weighted rate-of-return formula. The returns of the ...