Please fill all required fields
Investment Return Calculator
The table below calculates the Time Weighted Return (TWR) of an investment account adjusting for cash flows.
This allows you to compare your return to that of an index or benchmark for performance comparison purposes.
Simply input the information from each of your monthly statements with respect to values, deposits and withdrawals.
It will calculate a cumulative return on a monthly,
quarterly and year-to-date (YTD) basis so you can determine your TWR at any month during the year.
Net Contribution/ Withdrawal
For hypothetical use only.
Spreadsheet assumes all cash flows occurred at the beginning of the month.
will not work. Please access the web page using another browser.