Portfolio Turnover Rate Calculator

✖Total Sales and Purchases of Shares refer to the aggregate value of shares sold or bought within a specific period, typically over a quarter or a year.ⓘ Total Sales and Purchases of Shares [TSPS]			+10% -10%
✖Average Net Assets refer to the average value of a mutual fund's assets over a specific period, typically calculated on a daily, monthly, or quarterly basis.ⓘ Average Net Assets [ANA]			+10% -10%

✖Porfolio Turnover Rate is a measure used to assess the frequency with which assets within a portfolio are bought and sold over a certain period, typically a year.ⓘ Portfolio Turnover Rate [PTR]

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Formula

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Portfolio Turnover Rate

Formula

`"PTR" = ("TSPS"/"ANA")*100`

Example

`"26"=("260000"/"1000000")*100`

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Portfolio Turnover Rate Solution

STEP 0: Pre-Calculation Summary

Formula Used

Porfolio Turnover Rate = (Total Sales and Purchases of Shares/Average Net Assets)*100
PTR = (TSPS/ANA)*100
This formula uses 3 Variables

Variables Used

Porfolio Turnover Rate - Porfolio Turnover Rate is a measure used to assess the frequency with which assets within a portfolio are bought and sold over a certain period, typically a year.
Total Sales and Purchases of Shares - Total Sales and Purchases of Shares refer to the aggregate value of shares sold or bought within a specific period, typically over a quarter or a year.
Average Net Assets - Average Net Assets refer to the average value of a mutual fund's assets over a specific period, typically calculated on a daily, monthly, or quarterly basis.

STEP 1: Convert Input(s) to Base Unit

Total Sales and Purchases of Shares: 260000 --> No Conversion Required
Average Net Assets: 1000000 --> No Conversion Required

STEP 2: Evaluate Formula

Substituting Input Values in Formula

PTR = (TSPS/ANA)*100 --> (260000/1000000)*100

Evaluating ... ...

PTR = 26

STEP 3: Convert Result to Output's Unit

26 --> No Conversion Required

FINAL ANSWER

26 <-- Porfolio Turnover Rate

(Calculation completed in 00.020 seconds)

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Credits

Created by Vishnu K

BMS College of Engineering (BMSCE), Bangalore

Vishnu K has created this Calculator and 200+ more calculators!

Verified by Kashish Arora

Satyawati College (DU), New Delhi

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Go Portfolio Standard Deviation = sqrt((Asset Weight)^2*Variance of Returns on Assets 1^2+(Asset Weight)^2*Variance of Returns on Assets 2^2+2*(Asset Weight*Asset Weight*Variance of Returns on Assets 1*Variance of Returns on Assets 2*Portfolio Correlation Coefficient))

Portfolio Variance

Go Portfolio Variance = (Asset Weight)^2*Variance of Returns on Assets 1^2+(Asset Weight)^2*Variance of Returns on Assets 2^2+2*(Asset Weight*Asset Weight*Variance of Returns on Assets 1*Variance of Returns on Assets 2*Portfolio Correlation Coefficient)

Jensen's Alpha

Go Jensen's Alpha = Annual Return on Investment-(Risk Free Interest Rate+Beta of the Portfolio*(Annual return of the market benchmark-Risk Free Interest Rate))

Compound Interest

Go Future Value of Investment = Principal Investment Amount*(1+(Annual Interest Rate/Number of Periods))^(Number of Periods*Number of Years Money is Invested)

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Go Certificate of Deposit = Initial Deposit Amount*(1+(Annual Nominal Interest Rate/Compounding Periods))^(Compounding Periods*Number of Years)

Actuarial Method Unearned Interest Loan

Go Actuarial Method Unearned Interest Loan = (Number of Remaining Monthly Payments*Monthly Payment*Annual Percentage Rate)/(100+Annual Percentage Rate)

Equivalent Annual Annuity

Go Equivalent Annuity Cashflow = (Rate per Period*(Net Present Value (NPV)))/(1-(1+Rate per Period)^-Number of Periods)

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Go Portfolio Expected Return = Asset Weight*(Expected Return on Asset 1)+Asset Weight*(Expected Return on Asset 2)

Total Stock Return

Go Total Stock Return = ((Ending Stock Price-Initial Stock Price)+Dividend)/Initial Stock Price

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Go Value at Risk = -Mean of Profit and Loss+Standard Deviation of Profit and Loss*Standard Normal Variate

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Portfolio Turnover Rate

Go Porfolio Turnover Rate = (Total Sales and Purchases of Shares/Average Net Assets)*100

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Portfolio Turnover Rate Formula

Porfolio Turnover Rate = (Total Sales and Purchases of Shares/Average Net Assets)*100
PTR = (TSPS/ANA)*100

What is Porfolio Turnover Rate?

Portfolio turnover rate is a measure used to assess the frequency with which assets within a portfolio are bought and sold over a certain period, typically a year. It's expressed as a percentage and calculated by dividing the total value of purchases or sales (whichever is less) by the average total value of assets held in the portfolio during the same period.
A high turnover rate indicates that a significant portion of the portfolio's holdings is being bought or sold within the year, which may suggest more frequent trading activity and potentially higher transaction costs. On the other hand, a lower turnover rate suggests a more buy-and-hold strategy with fewer transactions.
Investors often consider the turnover rate when evaluating the efficiency of a portfolio manager or assessing the potential tax implications of frequent trading. Additionally, a high turnover rate may also indicate a more active management style, while a low turnover rate may indicate a more passive approach.

How to Calculate Portfolio Turnover Rate?

Portfolio Turnover Rate calculator uses Porfolio Turnover Rate = (Total Sales and Purchases of Shares/Average Net Assets)*100 to calculate the Porfolio Turnover Rate, The Portfolio Turnover Rate formula is defined as a measure used to assess the frequency with which assets in a portfolio are bought and sold within a given period, typically a year. Porfolio Turnover Rate is denoted by PTR symbol.

How to calculate Portfolio Turnover Rate using this online calculator? To use this online calculator for Portfolio Turnover Rate, enter Total Sales and Purchases of Shares (TSPS) & Average Net Assets (ANA) and hit the calculate button. Here is how the Portfolio Turnover Rate calculation can be explained with given input values -> 20 = (260000/1000000)*100.

FAQ

What is Portfolio Turnover Rate?

The Portfolio Turnover Rate formula is defined as a measure used to assess the frequency with which assets in a portfolio are bought and sold within a given period, typically a year and is represented as PTR = (TSPS/ANA)*100 or Porfolio Turnover Rate = (Total Sales and Purchases of Shares/Average Net Assets)*100. Total Sales and Purchases of Shares refer to the aggregate value of shares sold or bought within a specific period, typically over a quarter or a year & Average Net Assets refer to the average value of a mutual fund's assets over a specific period, typically calculated on a daily, monthly, or quarterly basis.

How to calculate Portfolio Turnover Rate?

The Portfolio Turnover Rate formula is defined as a measure used to assess the frequency with which assets in a portfolio are bought and sold within a given period, typically a year is calculated using Porfolio Turnover Rate = (Total Sales and Purchases of Shares/Average Net Assets)*100. To calculate Portfolio Turnover Rate, you need Total Sales and Purchases of Shares (TSPS) & Average Net Assets (ANA). With our tool, you need to enter the respective value for Total Sales and Purchases of Shares & Average Net Assets and hit the calculate button. You can also select the units (if any) for Input(s) and the Output as well.

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