Calculating the return One of the best methods for calculating an average return for a stock investment is the XIRR function in Excel.

Learn what present value (PV) and future value (FV) are and how to calculate present value in Excel given the future value, interest rate, and period.

To calculate the turnover ratio, you need to know several numbers. First, you need to determine the total number of securities the mutual fund purchased during the period in question.