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  2. 7-day SEC yield - Wikipedia

    en.wikipedia.org/wiki/7-day_SEC_yield

    To calculate approximately how much interest one might earn in a money fund account, take the 7-day SEC yield, multiply by the amount invested, divide by the number of days in the year, and then multiply by the number of days in question. This does not take compounding into effect.

  3. Time-weighted return: What it is and how to calculate it - AOL

    www.aol.com/finance/time-weighted-return...

    Time-weighted return calculates a fund’s compound return using sub-periods, which are created each time cash moves into or out of the fund or portfolio. In doing so, TWR shows the real market ...

  4. 30-day yield - Wikipedia

    en.wikipedia.org/wiki/30-day_yield

    An appropriate use is to make daily/weekly adjustments to a bond mutual fund price series to determine running total return. The formula for SEC 30-day yield is = [(+)]. Where: a = dividends and interest collected during the past 30 days

  5. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    US mutual funds are to compute average annual total return as prescribed by the U.S. Securities and Exchange Commission (SEC) in instructions to form N-1A (the fund prospectus) as the average annual compounded rates of return for 1-year, 5-year, and 10-year periods (or inception of the fund if shorter) as the "average annual total return" for ...

  6. Will I Earn Enough Interest on $2 Million to Retire Off Of? - AOL

    www.aol.com/much-interest-does-2-million...

    Some particularly budget-conscious households might be able to live off the return of Treasury debt at $34,000 per year. Though this is a small amount of money relative to your likely future needs.

  7. Saving vs. investing: Which strategy works best for growing ...

    www.aol.com/finance/saving-vs-investing...

    Most high-yield savings accounts require no minimum balance and charge no monthly fees while offering APYs of 4.00% or more. ... A typical balanced mutual fund might keep 60% in stocks and 40% in ...

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