August 7, 2017
I made a small investment plan, with a target ROI. It looks roughly like this below.
- Initial investment 5000 euro
- Monthly add-on investment 500 euro
- Target ROI 8% (annualized)
For this I can simply use the Future Value calculation in Excel. And you would get something like what shows up in the ‘Target Value column.
|Terms||Add-on Investment||Invested||Real value||Target value|
Now, I actually want to calculate the ROI of the real-value column. So, basically a compound growth calculation, but with the added complexity of the monthly investments. Any idea how I could do that?
July 16, 2010
You can use the XIRR function to calculate CAGR: https://support.office.com/en-us/article/Calculate-a-compound-annual-growth-rate-CAGR-3ccb7cd3-39b3-49ee-8b38-c19972607dfa
Let us know if you get stuck with it.
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