rate of return formula
 

I need a formula that will calculate the rate of return of an investment for
any period with multiple additions and withdrawals. For example:

7/31/06 $100,000 Beginning balance of investment
7/04/06 (5,000) Withdrawal
7/11/06 10,000 Deposit
7/16/06 (1,250) Withdrawal
7/27/06 $ 1,900 Deposit

8/31/06 $106,125 Ending value of investment (includes appreciation
of $475)

What is the rate of return for the month? or if this was for any period of
time (6-months, year etc)?

Thanks...Craig

rate of return formula
 

have a look in the help index for XIRR

--
Don Guillett
SalesAid Software

"Craig" wrote in message
...
I need a formula that will calculate the rate of return of an investment
for any period with multiple additions and withdrawals. For example:

7/31/06 $100,000 Beginning balance of investment
7/04/06 (5,000) Withdrawal
7/11/06 10,000 Deposit
7/16/06 (1,250) Withdrawal
7/27/06 $ 1,900 Deposit

8/31/06 $106,125 Ending value of investment (includes appreciation
of $475)

What is the rate of return for the month? or if this was for any period of
time (6-months, year etc)?

Thanks...Craig

rate of return formula
 

Good day.

I am having the same problem and have a financial package that does the
calculation. XIRR does not give the same rate of return as the financial
package and they differ alot. up to 70% difference. what will the formula be
for the info that you have supplied?

XIRR(B1:b6,A1:A6,0.1) ? the end value needs to be negative as it is
available for withdrawl?

I hope someone can help?

"Don Guillett" wrote:

have a look in the help index for XIRR

--
Don Guillett
SalesAid Software

"Craig" wrote in message
...
I need a formula that will calculate the rate of return of an investment
for any period with multiple additions and withdrawals. For example:

7/31/06 $100,000 Beginning balance of investment
7/04/06 (5,000) Withdrawal
7/11/06 10,000 Deposit
7/16/06 (1,250) Withdrawal
7/27/06 $ 1,900 Deposit

8/31/06 $106,125 Ending value of investment (includes appreciation
of $475)

What is the rate of return for the month? or if this was for any period of
time (6-months, year etc)?

Thanks...Craig