Calculating Hypothetical Growth of $10,000 in Excel
 

I keep track of the percentage gains/losses of mutual funds in excel. How do
I create a formula that will tell me the growth of $10,000 over a period of
time based on percentage gains/losses (like what you see on Morningstar)?

Thanks

Calculating Hypothetical Growth of $10,000 in Excel
 

I'm not familiar with Morningstar's data and so am not sure what you're
asking. Can you provide a link to relevant data?

Dave
--
Brevity is the soul of wit.


"WxNoleMO" wrote:

I keep track of the percentage gains/losses of mutual funds in excel. How do
I create a formula that will tell me the growth of $10,000 over a period of
time based on percentage gains/losses (like what you see on Morningstar)?

Thanks

Calculating Hypothetical Growth of $10,000 in Excel
 

Here is a link...the chart shows the growth of 10k over a time period...

http://quicktake.morningstar.com/Fun...A&Symbol=VFINX



"Dave F" wrote:

I'm not familiar with Morningstar's data and so am not sure what you're
asking. Can you provide a link to relevant data?

Dave
--
Brevity is the soul of wit.


"WxNoleMO" wrote:

I keep track of the percentage gains/losses of mutual funds in excel. How do
I create a formula that will tell me the growth of $10,000 over a period of
time based on percentage gains/losses (like what you see on Morningstar)?

Thanks

Calculating Hypothetical Growth of $10,000 in Excel
 

So do you want to create a similar chart?

Just set up a table:
Year $value %increase
1 $10,000 .05
2 =B2*(1+C2) .12
3 =B3*(1+C3)


etc.

Dave
--
Brevity is the soul of wit.


"WxNoleMO" wrote:

Here is a link...the chart shows the growth of 10k over a time period...

http://quicktake.morningstar.com/Fun...A&Symbol=VFINX



"Dave F" wrote:

I'm not familiar with Morningstar's data and so am not sure what you're
asking. Can you provide a link to relevant data?

Dave
--
Brevity is the soul of wit.


"WxNoleMO" wrote:

I keep track of the percentage gains/losses of mutual funds in excel. How do
I create a formula that will tell me the growth of $10,000 over a period of
time based on percentage gains/losses (like what you see on Morningstar)?

Thanks