Invested 1,000 1/30/02, 4006.34 5/2/02,350/mo since 11/22/02 Valu.

[Guest]

I invested $1,000 1/30/02, $4,006.34 5/2/02 and $350/mo since 11/22/02. The
value on 3/18/05 was $19,316.48 . What is the formula to figure out the
Annual Rate of Return? Thank you so much, Always my best and have an awesome
day,

Don

 

[Ron Rosenfeld]

I invested $1,000 1/30/02, $4,006.34 5/2/02 and $350/mo since 11/22/02. The
value on 3/18/05 was $19,316.48 . What is the formula to figure out the
Annual Rate of Return? Thank you so much, Always my best and have an awesome
day,

Don

The function is XIRR.

The formula for your data is:

=XIRR(values, dates)

1. values should be entered as negative numbers for your investments, and a
positive number for your Present Value.

2. You may enter the dates and values in contiguous ranges.

3. With the dates in A6:A36 and the values in B6:B36, the formula:

=xirr(B6:B36,A6:A36)

gives a result of 15.44% annually. I assumed from your description that the
last deposit was made on 2/22/05





--ron

 

[Guest]

Thank you so much, Ron. This solves an ever reoccuring delemna for me.

Always my best,

Don

 

[Ron Rosenfeld]

Thank you so much, Ron. This solves an ever reoccuring delemna for me.

Always my best,

Don

Glad to help. Thanks for the feedback.
--ron