How to work out annualized % returns
 

I expect there is a function in Excel which does this, but I have been
investing for over ten years and I know how much per month; and I know how
much the value of my investment is now worth. How do I work out how much I
have made per year? Can anyone advise me - please!

How to work out annualized % returns
 

Kevin wrote:
I expect there is a function in Excel which does this, but I have been
investing for over ten years and I know how much per month; and I know how
much the value of my investment is now worth. How do I work out how much I
have made per year? Can anyone advise me - please!

are you looking for year over year returns, when you have made
additional deposits during the year?

How to work out annualized % returns
 

I expect there is a function in Excel which does this, but I have been
investing for over ten years and I know how much per month; and I know
how much the value of my investment is now worth. How do I work out
how much I have made per year?

Maybe the IRR function would help.

When setting up the values, pretend that you cashed in the investment
today; i.e., that you withdrew what the investment is now worth.

How to work out annualized % returns
 

If you invested the same amount every period, use the Rate function.

If you invested varying amounts every period, use the IRR function.

If you invested varying amounts irregularly, use the XIRR function.

Most people like XIRR once they've created the data, because having the actual
dates is easier to follow.

--
Regards,
Fred


"Kevin" wrote in message
...
I expect there is a function in Excel which does this, but I have been
investing for over ten years and I know how much per month; and I know how
much the value of my investment is now worth. How do I work out how much I
have made per year? Can anyone advise me - please!