Money weighted ratio of return (MWRR)

The internal rate of return (IRR) that equates the value of a portfolio at the start of an investment period plus the net new capital invested during the investment period with the value of the portfolio at the end of this period. The MWRR, therefore, measures the fund growth resulting from both the underlying performance of the portfolio and the size and timing of cash flows to and from the fund over this period.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.