banner_ad

Formula required - weighted roi

Secondary Mkt 733 views 5 replies

Dear All,

Below given table has an example of investments and other relevant details.

  A B C D (=C/A) E (=D/B) F (=Ex365 days)
Sl # Invest Value Invest days Profit ROI ROI/Day Annulaized-ROI
1 20000 20 1450 7.30% 0.40% 132.30%
2 50000 30 2000 4.00% 0.10% 48.70%
3 80000 25 3000 3.75% 0.15% 54.75%

 

 

 

 

 

 


It would be a great help if somebody can help me by giving a formula to arrive at "Total Annualized ROI" of all the investments.

Thanks in advance !!

Replies (5)

THE TOTAL ANNUALIZED ROI OR THE WEIGHTED ANNUAL ROI WILL BE CALCULATED ON THE TOTAL AMOUNT INVESTED ....IT AS SAME AS WE CALCULATE THE WEIGHTED COST OF CAPITAL.....BUT AS THERE ARE NO SUCH AMOUNT INVESTED VALUE IS GIVEN SO I THINK THE INTEREST VALUE SHALL BE TAKEN  FOR CALCULATING WEIGHTAGE OF EACH......

 

 

I THINK THIS WAY....IF M WRONG PLEASE CORRECT ME

RCS

 

Thanks for your reply. But, I am still wondering will it be the correct way, as the time period is different for each of the investment.

TIME PERIOD IS NO DIFFERENCE ....AS U HAVE CALCULATED THE ANNUALIZED ROI

 


CCI Pro

Leave a Reply

Your are not logged in . Please login to post replies

Click here to Login / Register  

Company
Featured 02 May 2026
Senior Executive

hitesh chandwani & co

Pune

B.Com

View Details
Company
Featured 29 April 2026
Manager- Finance and Compliance

Naveen Fintech Pvt Ltd

Kolkata

CA Inter

View Details
Company
Featured 14 April 2026
GST CONSULTANT

Abhishek G Agrawal & Co.

Korba

CA Final

View Details
Company
Featured 13 April 2026
GST CONSULTANCY

Abhishek G Agrawal & Co.

Korba

CA Final

View Details
Company
Featured 28 March 2026
Accountant

Ashok Amol & Associates

New Delhi

B.Com

View Details
Company
Featured 28 March 2026
CA Final

Ashok Amol & Associates

New Delhi

CA Final

View Details
Company
Featured ARTICLESHIP 19 March 2026
Article Assistant

Gupta Sachdeva & Co. Chartered Accountants

New Delhi

CA Final

View Details
Company
Featured 14 March 2026
Associate CA

N N V Satish&co

Hyderabad

CA

View Details