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How to Calculate a Monthly Return on Investment

By Motley Fool Staff – Updated Apr 29, 2025 at 11:54PM

Key Points

  • Calculate monthly returns by adjusting your portfolio's start/end balance with net deposits or withdrawals.
  • Compare monthly returns to benchmarks like the Dow to assess your investment strategy.
  • Avoid basing long-term investment decisions on a single month's performance.
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