Rate of Return Calculator (2014) – Modified Dietz Method

Rate of Return Calculator (2014)

Starting in July 2016, Canadian investors may have difficulty comparing their performance to a suitable benchmark. This is because provincial securities regulators will require advisors to report money-weighted rates of return, which are less useful for benchmarking.

By using an approximate time-weighted rate of return (such as the Modified Dietz method), investors will be better able to gauge their performance relative to index benchmarks.