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how to calculate weighted average return for portfolio. Weighted Avg 10 5 20 10 30 15 40 20 0005 002 0045 008 15. For example if you wanted to figure the return from January 1 2017 to December 31 2017 your first entry would be the value of the account on January.
In the above example the weighted average return works out to -12 18 X 10 27 X 5 55 X -8 compared to a positive 23 arithmetic return. For Stock A it is 02 multiplied by the four percent return or 8. For example if you wanted to figure the return from January 1 2017 to December 31 2017 your first entry would be the value of the account on January.
16250- 15000 15000 833.
Using the weighted average formula we get Weighted Avg w 1 x 1 w 2 x 2 w 3 x 3 w 4 x 4. Divide 450 by 4500 to calculate the first years return of 010 or 10 percent. For example if you wanted to figure the return from January 1 2017 to December 31 2017 your first entry would be the value of the account on January. TWR 1 RN 1 RN 1 100 1 115 1 247 1 122 1 1686 1 47 1 100 2219.