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2. Time-weighted return - Wikipedia

   en.wikipedia.org/wiki/Time-weighted_return

   Consider another example to calculate the annualized ordinary rate of return over a five-year period of an investment that returns 10% p.a. for two of the five years and -3% p.a. for the other three. The ordinary time-weighted return over the five-year period is:

3. Exchange-traded fund - Wikipedia

   en.wikipedia.org/wiki/Exchange-traded_fund

   The largest ETFs, which passively track stock market indices, have annual expense ratios as low as 0.03% of the amount invested, although specialty ETFs can have annual fees of 1% or more of the amount invested. These fees are paid to the ETF issuer out of dividends received from the underlying holdings or from the sale of assets. [7]

4. Simple Dietz method - Wikipedia

   en.wikipedia.org/wiki/Simple_Dietz_Method

   To measure returns net of fees, allow the value of the portfolio to be reduced by the amount of the fees. To calculate returns gross of fees, compensate for them by treating them as an external flow, and exclude accrued fees from valuations, i.e. do not reduce the portfolio market value by the fee amount accrued.

5. Retirement investing basics: A beginner’s guide - AOL

   www.aol.com/finance/retirement-investing-basics...

   Many low-cost ETFs have expense ratios of less than 0.2 percent, or $2 for every $1,000 invested. Aim for funds with the best returns at the lowest cost, but be prepared to balance performance and ...

6. Retirees: Balanced Allocation ETFs That Do the Heavy-Lifting ...

   www.aol.com/retirees-balanced-allocation-etfs...

   The iShares Core Growth Allocation ETF (NYSEARCA:AOR) has delivered an 8% return over the past year and a 17% return over the past five years. It offers exposure to equity and fixed-income funds.

7. How do you calculate cost basis on investments? - AOL

   www.aol.com/finance/calculate-cost-basis...

   The sale of stocks, mutual funds and most exchange-traded funds (ETFs) will generate a Form 1099-B from your broker that includes detailed cost basis information to help you report capital gains ...