Kalkulator rata-rata return
Rata-rata aritmetika lan geometris saka return taunan, kanthi volatilitas lan pertumbuhan jumlah awal.
Babagan Kalkulator rata-rata return
Rata-rata aritmetika lan geometris saka return taunan, kanthi volatilitas lan pertumbuhan jumlah awal.
Bagean saka seksi “Investasi & tabungan” SmartCalcy. Lumaku ing browser panjenengan tanpa akun, nganggo mata uang lan satuan panjenengan dhewe (ganti ing sisih ndhuwur kaca), lan menehi perkiraan mung kanggo informasi, mula priksa pandhuan resmi sadurunge ngandelake asile.
Carane nganggo Kalkulator rata-rata return
Apa sing dietung lan kapan nganggo
Ngetung rata-rata saka sawetara asil investasi saben taun lan nuduhake bedane rata-rata prasaja lan rata-rata majemuk, yaiku sing cocog karo apa sing tenan diasilake dhuwit panjenengan.
Carane nganggo, langkah demi langkah
- Lebokna nilai wiwitan.
- Lebokna asil saben taun minangka persentase, nganggo angka negatif kanggo rugi.
- Tambahna utawa busak taun.
Tegese saben input
- Saben taun return – The persentase Owah-owahan ing that taun, including losses.
Carane maca asile
- Arithmetic Rata-rata – The simple rata-rata the returns.
- Geometric Rata-rata – The compound yearly rate that gives the same final value.
- Volatility – The sample Standar deviation the returns.
Rumus
Geometric average = (Π (1 + rᵢ))^(1 ÷ n) − 1. Arithmetic average = Σ rᵢ ÷ n. Volatility = √(Σ (rᵢ − mean)² ÷ (n − 1)).
Conto petungan
Returns of 12%, −8%, 15%, 6% and 9% have an arithmetic average of 6.8% but a geometric average of 6.48%. 10,000 grows to 13,691.03, a total return of 36.91%, with a volatility of 8.93%.
Asumsi lan watesan
- Annual returns are shown after charges only if you enter them that way.
- Past returns do not predict future returns.
Kesalahan umum
- Using the simple Rata-rata nganti project growth. It overstates compound returns.
- Entering −100% utawa worse, which wipes out the investment.
Pitakonan sing kerep ditakokake
Kenapa rata-rata geometris luwih asor?
Rugi nyuda dhasar kanggo bathi sabanjure, mula volatilitas narik mudhun tuwuh majemuk.
Piranti sing gegandhengan
Rincian
- Arithmetic Rata-rata
- 6.8%
- Geometric (compound) Rata-rata
- 6.48%the rate that gives the same final value
- Total return
- 36.91%
- Volatility (Standar deviation)
- 8.93%
- Final Nilai
- £13,691.03
- Paling apik lan worst taun
- 15% / -8%
Nilai Sawise Saben siji taun
| Taun | Return | Nilai |
|---|---|---|
| 1 | 12% | £11,200 |
| 2 | -8% | £10,304 |
| 3 | 15% | £11,850 |
| 4 | 6% | £12,561 |
| 5 | 9% | £13,691 |