Calculating The Dollar Weighted Rate Of Return

Dollar Weighted Rate of Return Calculator

Introduction & Importance

Calculating the dollar weighted rate of return (DWRR) is crucial for evaluating the performance of investments…

How to Use This Calculator

  1. Enter your investments in the ‘Investments’ field, separated by commas.
  2. Enter the corresponding returns in the ‘Returns’ field, separated by commas.
  3. Click ‘Calculate’.
Dollar weighted rate of return calculation example Dollar weighted rate of return comparison chart

SEC’s guide on investment performance

Investopedia’s explanation of dollar-weighted return

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