sgfixedincome_pkg.equations

Functions

calculate_dollar_return(investment, rate, tenure)

Calculate the dollar return from an investment based on its rate of return

calculate_per_annum_rate(total_percentage_return, tenure)

Calculate the equivalent annual rate of return (in percentage) based on

Module Contents

sgfixedincome_pkg.equations.calculate_dollar_return(investment, rate, tenure)[source]

Calculate the dollar return from an investment based on its rate of return and the tenure (in months).

Parameters:
  • investment (float) – The initial amount invested in dollars.

  • rate (float) – The annual rate of return in percentage (%).

  • tenure (int) – The investment tenure in months.

Returns:

The dollar return from the investment after the given tenure.

Return type:

float

Raises:

ValueError – If investment or rate is negative, or tenure is non-positive (zero or negative).

sgfixedincome_pkg.equations.calculate_per_annum_rate(total_percentage_return, tenure)[source]

Calculate the equivalent annual rate of return (in percentage) based on a given total percentage return over a specific tenure (in months).

Parameters:
  • total_percentage_return (float) – The total percentage return over the entire investment period.

  • tenure (int) – The tenure of the investment in months.

Returns:

The annualized rate of return (in percentage).

Return type:

float

Raises:

ValueError – If tenure is not positive.