Return On Investment (ROI)

* Click here to download the Return On Investment (ROI) Worksheet.

The Return on Investment (ROI) calculator, will calculate the Annual Compound Return for a client using the amounts and dates of any deposits and/or withdrawals.

Start by entering any Lump Sum Transactions by entering any deposits and/or withdrawals made and the date processed. For PAC/SWP simply enter the monthly amount, the start date and the date of the last deposit/withdrawal. Finally enter the Statement Date and Value.

Once all data has been entered click the button in the top right corner. Once calculated, the software will display the Annual Compound Rate of Return, Net Amount Invested and Gain/Loss based on the transactions entered.

• Return on Investments – Compares the Net Invested vs the Value of the Investment

• Summary – Shows a Summary of all information including all transactions and the Annual Compound Rate of Return earned.

Statement Summary

Enter the ending investment value and the date of the statement.

Transactions

Enter all Lump Sum and PAC/SWP transactions. To enter a transaction click the appropriate button

To enter a transaction click . You can then modify the information by clicking . For Lump Sum enter the Deposit amount (or Withdrawal amount) and the transaction date. For PAC/SWP transactions enter the Deposit amount (or Withdrawal amount), the First Process Date and the Last Process Date. Once entered click to save the transaction.

You can remove an already entered transaction by clicking . Once all transactions are entered or edited click to accept.