XIRR, or extended internal rate of return, is a financial metric used to calculate the annualized rate of return for investments with irregular cash flows. Unlike simple return metrics such as ROI ...

Remember to compare XIRR returns with category average and peers. If you are taking the Systematic Investment Plan (SIP) route to invest in mutual funds and build wealth, you need to know how to ...

India’s mutual fund industry has seen steady growth in recent years. As of February 2025, the Indian mutual fund industry’s assets under management (AUM) crossed a cool ₹64 lakh crore. This growth is ...

Anyone investing in various instruments, including a Systematic Investment Plan (SIP) or regular deposits in mutual funds, will need to consistently track returns to assess the performance of their ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. David Kindness is a Certified Public Accountant ...

Q. I have prepared projections for a proposed project, and I want to calculate the internal rate of return. Instead of using Excel’s IRR function, should I use simple math formulas so others can ...

If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

The XIRR is ubiquitous. It’s there on mutual fund statements, bond platforms and in the insights your broker gives about your portfolio. But what does it mean? How to calculate it? Catch this ...