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

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

On Mon, 21 Mar 2005 08:33:04 -0800, "dnsworld"
wrote:

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

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

Always my best,

Don

"Ron Rosenfeld" wrote:

On Mon, 21 Mar 2005 08:33:04 -0800, "dnsworld"
wrote:

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

On Mon, 21 Mar 2005 15:21:03 -0800, "dnsworld"
wrote:

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