annualized a return on an investment

Av8tordude

Well-known Member
Joined
Oct 13, 2007
Messages
1,075
Office Version
  1. 2019
Platform
  1. Windows
I can seem to wrap my head around on how to put a formula together. Could someone provide assistance with a formula.

Thank you kindly.


"How do I annualized a return on an investment that has cash added or subtracted during the year?"


(1) Total the beginning Account Balance and any additions during the year to learn Total Investments.


(2) Add any withdrawals during the year to the Ending Account Balance.


(3) Subtract the sum of Step 1 from the sum of Step 2 to get total return.


(4) Divide total return by the sum of Step 1 to get the rate of return within the year.
 

Excel Facts

Select a hidden cell
Somehide hide payroll data in column G? Press F5. Type G1. Enter. Look in formula bar while you arrow down through G.

Forum statistics

Threads
1,223,954
Messages
6,175,603
Members
452,660
Latest member
Zatman

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top