Ideas & Insights Our Advisors Our Teams Resources White Papers Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us DIY Investing Rate of Return Calculator (2016) – Modified Dietz Method Download this Document Published: 2018-09-11 Rate of Return Calculator (2016) 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. Download this Document Contributors Justin Bender ,CFA, CFP, B.Comm., Portfolio Manager Creator With more than a decade of experience managing portfolios, Justin is focused on keeping costs and taxes low for his clients. His skills as an analyst and researcher have made him widely respected in the ETF industry. IIROC AdvisorReport Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login FR
Justin Bender ,CFA, CFP, B.Comm., Portfolio Manager Creator With more than a decade of experience managing portfolios, Justin is focused on keeping costs and taxes low for his clients. His skills as an analyst and researcher have made him widely respected in the ETF industry.
