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Joe User
 
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MayBee wrote:
Calculate percentage of fund growth in past yeras


That depends on whether you want the total growth,
the average rate, or the annual rate.

Suppose you invested $10,000 5 years ago, and the
investment is now worth $12,500.

The total growth rate is 25%: (12500 - 10000) / 10000.
That is the answer to your second question.

(Note: This presumes that neither number is negative
or zero.)

The average rate is 5%, the total growth divided the
number of periods: (12500 - 10000) / 10000 / 5.

The annual rate is 4.56%: =RATE(5,0,-10000,12500).
This is the "interest" rate at which $10,000 would grow
to $12,500 when compounded each year (or whatever period).
Be sure to format the cell as Percentage with 2 decimal
places. Also, note the sign of the PV (-10000)and the FV
(12500). Normally, what you pay is negative, and what you
get (gross) is positive or negative, depending on whether
it is a gain or loss, respectively.

That is the simple case of a single payment of principal
and a single payment of proceeds. You can also use the
RATE function if you made payments of a fixed amount of
principal in each period. You need to use the IRR function
if you have varying cash flows.