Calculate CAGR in Excel: Compound Annual Growth Rate

How to calculate CAGR in Excel. CAGR is the compound annual growth rate. CAGR is the rate required to grow the beginning sum to the ending sum.

CAGR is the measure of an investment's growth over time. CAGR includes compound interest and is thus superior to average annual returns.

Two topics:
1 CAGR from portfolio balances
2. CAGR from portfolio returns

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CHAPTERS

00:00 Intro
00:17 CAGR from balances
03:26 CAGR from returns

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DISCLAIMERS & DISCLOSURES

This content is for education and entertainment purposes only. Finally Learn LLC does not provide accounting, tax, financial planning, or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

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09/29/2022

[FinallyLearn]

What topics do you want to finally learn? Ask your questions in the comments below. Thanks for watching.

[IwasRetired]

CAGR calculated with RATE function if you take annual expenses out of the growth.... I think I learned it from you...

[fatemeazizi]

Why is understanding the initial and final values crucial in CAGR?