Citations
Authoritative Sources
Institutional frameworks and literature supporting our calculation engines.
ROI Engine adheres to established corporate finance standards and mathematical literature. We do not invent proprietary calculation models or make unsubstantiated claims regarding investment yields.
U.S. Securities and Exchange Commission (SEC)
Investor.gov — Compound Interest and Return Calculations
Guidelines for understanding compound growth rates, fee drag, and annualized total return.
Visit Institutional Portal ↗Corporate Finance Institute (CFI)
Financial Analysis: Return on Investment (ROI) & CAGR Formulas
Industry standard definitions for geometric mean rate of return, capital budgeting, and cash-on-cash yield.
Visit Institutional Portal ↗Chartered Financial Analyst (CFA) Institute
Global Investment Performance Standards (GIPS)
Standards distinguishing time-weighted returns, dollar-weighted cash flows, and external cash flow adjustments.
Visit Institutional Portal ↗Financial Industry Regulatory Authority (FINRA)
Fund Analyzer & Fee Impact Educational Tools
Institutional documentation on the compounding drag of expense ratios and management fees.
Visit Institutional Portal ↗