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  2. Effective interest rate - Wikipedia

    en.wikipedia.org/wiki/Effective_interest_rate

    The effective interest rate is calculated as if compounded annually. The effective rate is calculated in the following way, where r is the effective annual rate, i the nominal rate, and n the number of compounding periods per year (for example, 12 for monthly compounding): [1]

  3. Actuarial notation - Wikipedia

    en.wikipedia.org/wiki/Actuarial_notation

    is the annual effective interest rate, which is the "true" rate of interest over a year.Thus if the annual interest rate is 12% then =. (pronounced "i upper m") is the nominal interest rate convertible times a year, and is numerically equal to times the effective rate of interest over one th of a year.

  4. Compound interest - Wikipedia

    en.wikipedia.org/wiki/Compound_interest

    The force of interest is less than the annual effective interest rate, but more than the annual effective discount rate. It is the reciprocal of the e -folding time. A way of modeling the force of inflation is with Stoodley's formula: δ t = p + s 1 + r s e s t {\displaystyle \delta _{t}=p+{s \over {1+rse^{st}}}} where p , r and s are estimated.

  5. Annual percentage rate - Wikipedia

    en.wikipedia.org/wiki/Annual_percentage_rate

    The term annual percentage rate of charge (APR), [1] [2] corresponding sometimes to a nominal APR and sometimes to an effective APR (EAPR), [3] is the interest rate for a whole year (annualized), rather than just a monthly fee/rate, as applied on a loan, mortgage loan, credit card, [4] etc. It is a finance charge expressed as an annual rate.

  6. Annual percentage yield - Wikipedia

    en.wikipedia.org/wiki/Annual_percentage_yield

    This is a reasonable approximation if the compounding is daily. Also, a nominal interest rate and its corresponding APY are very nearly equal when they are small. For example (fixing some large N), a nominal interest rate of 100% would have an APY of approximately 171%, whereas 5% corresponds to 5.12%, and 1% corresponds to 1.005%.

  7. Accumulation function - Wikipedia

    en.wikipedia.org/wiki/Accumulation_function

    The logarithmic or continuously compounded return, sometimes called force of interest, is a function of time defined as follows: = ′ () which is the rate of change with time of the natural logarithm of the accumulation function. Conversely:

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  9. Equity-indexed annuity - Wikipedia

    en.wikipedia.org/wiki/Equity-indexed_annuity

    As an example, consider a $100,000 fixed annuity that credits a 4% annual effective interest rate. The owner receives an interest credit of $4,000. However, in an equity-indexed annuity, the interest credit is linked to the equity markets. For example: Assume the index is the S&P 500, a one-year point-to-point method is used, and the annuity ...