Finance Calculators (Page 3)
Mortgage, loans, investment returns, salaries tax, savings and more.
Perpetuity Calculator
Calculate the present value of a perpetual periodic payment (with or without growth).
Sharpe Ratio Calculator
Divide the excess return (portfolio return minus the risk-free rate) by total risk (standard deviation) to measure a fund's risk-adjusted return.
Sinking Fund Calculator
Work out the fixed periodic deposit needed to accumulate a target amount after a number of periods.
Compute the present value factor of an ordinary annuity paying 1 per period, and the resulting annuity present value.
Expected Return Calculator
Compute the expected return as the probability-weighted average of up to five scenarios.
Modified IRR Calculator
From the cash flows, a safe (finance) rate and a reinvest rate, compute the modified internal rate of return (MIRR).
Annualized Rate of Return Calculator
Convert a return earned over a period other than one year into an equivalent annual rate for fair comparison.
Capital Gains Yield Calculator
Compute the capital gains yield — the price appreciation component of an investment's total return.
Compound Growth Calculator
From initial principal, annual rate, years, frequency and contributions, compute the future value and total compounded growth.
Expense Ratio Calculator
Compute the cumulative cost of a fund's expense ratio eroding long-term returns.
Interest Rate Calculator
Back-solve the deposit rate from principal, final balance, term and compounding frequency.
Compute the future balance, principal contributed, and accumulated interest of a money market account with regular deposits.