When you dive into the world of Excel, you quickly realize the power of its functions. Among these, the INDEX & MATCH formulas stand out as incredibly versatile tools for data lookup and retrieval.

*Average return is based on the geometric mean of total monthly returns. **Up/Down market returns are based on arithmetic means of rolling 12-month periods. ***Inflation Ratio compares monthly returns ...

In this guide, you will learn how to use Excel’s advanced formulas such as INDEX-MATCH, OFFSET, and INDIRECT to enhance your data analysis capabilities. First, let’s explore the INDEX-MATCH ...

Understanding the differences between mutual funds and index funds is fundamental for any investor navigating the diverse landscape of investment options. While both vehicles play critical roles in ...

If your portfolio includes an index fund, you may need to review and adjust your holdings. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader.

Index funds are a type of mutual fund or exchange-traded fund (ETF) that aims to replicate the performance of a specific market index such as the S&P 500. Unlike actively managed funds, where fund ...