Use Excel 365 to Calculate Simple Annualized Returns for a Series of Investments

Calculate the simple annual return (or loss) of investments regardless of how long they've been held. It can be good to compare short-term and long-term investments by a common value. #excel #excel365 #investments #annualizedreturn

(total return / days held) * 365.25

[LJSinWA]

How would you incorporate stocks sold into this spreadsheet & then calculate the return for the overall portfolio?

[dannyh]

How can I compute my return on a quarterly statement that has beginning value, dividends reinvested, redemptions, and change in market value?

[WealthandWisdom]

How about on Stocks, ETF's, being able to do YTD, MTD, WTD? Not have specific dollar amount

[kawhi-theking_of_the_north]

You would do it like this to calculate the CAGR over 3 years, right?

x1: Year 2018 Total return %
x2: Year 2019 Total return %
x3: Year 2020 Total return %

=GEOMEAN(1+x1:x3)-1

[MichaelB-drfv]

It does not account for compound interest.

[keyshaael]

Can u explain why u put 365.25 instead of only 365 to calculate annualized return?

[vishnu]

Sir, This is amazing thanks for this: but I did something with Berkshire stock and I don't know if I made the right calculation: Can you correct me if I am wrong! But look at that Annualized Return!

Investment Buy Date Buy Value Current Value Days Held Total profit % Annualized Return
BRK A 01-01-1965 $18.00 $4, 39, 528.90 21036 2441727% 42396%