Finance Calculators (Page 5)

Basis Point Calculator

Convert a number of basis points into a percentage, a decimal and the actual dollar amount it represents.

Mutual Fund Calculator

Estimate a mutual fund's maturity value, total contributed and gains with compounding, using a monthly SIP or a one-off lump-sum investment.

Compute the week-over-week percentage change, absolute change, and compounded weekly growth rate between two values a given number of weeks apart.

Moving Average Calculator

Compute the simple moving average (SMA) sliding-window sequence for up to 6 price points at a chosen window length.

Convert between a lease money factor and the equivalent annual percentage rate (APR), using the conventional divisor of 2400.

Margin Interest Calculator

Compute the simple interest on a broker margin loan, using a 360-day year basis.

Maximum Drawdown Calculator

Compute the maximum drawdown from a peak to its subsequent low, plus the gain needed to recover and the recovery years.

Sortino Ratio Calculator

Measure risk-adjusted return using downside risk only: Sortino = (asset return − risk-free rate) ÷ downside deviation, which ignores upside volatility.

Measure risk-adjusted return by systematic risk (beta): Treynor = (portfolio return − risk-free rate) ÷ beta.

Information Ratio Calculator

Measure active management performance: Information Ratio = (portfolio return − benchmark return) ÷ tracking error.

Jensen's Alpha Calculator

Using CAPM, measure excess return: Alpha = portfolio return − [Rf + beta × (Rm − Rf)].

NOPAT Calculator

Compute NOPAT: net operating profit after tax = operating income × (1 − effective tax rate).