Net Annualized Return (NAR) is calculated by annualizing the cumulative sum of monthly proceeds over the cumulative sum of start of month balances:
where
- n is the number of months since inception
- and monthly proceeds is:
Modified on: Thu, 21 Nov, 2024 at 12:26 PM
Net Annualized Return (NAR) is calculated by annualizing the cumulative sum of monthly proceeds over the cumulative sum of start of month balances:
where
Did you find it helpful? Yes No
Send feedback