When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...

To calculate the CAGR in mutual funds using excel sheet, here is an example of CAGR calculation. When you see that a mutual fund scheme has generated 10 or 12 or 15 per cent returns over 2-years, ...

Investment word of the day: Tracking your investments is essential for understanding how your money performs over time. Skipping this practice will make it difficult to know if you're on the right ...

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.