Comments on: How to use XIRR in Excel to calculate annualized returns http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/ Because you shouldn't need an MBA to be savvy about finance and business Thu, 09 Feb 2012 01:13:00 +0000 hourly 1 http://wordpress.org/?v=abc By: Investment resources http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-301485 Investment resources Fri, 03 Feb 2012 18:42:02 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-301485 Very well explained, now I know how to do it on excel! Thanks Ron Very well explained, now I know how to do it on excel!

Thanks

Ron

]]> By: reply http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-231933 reply Sat, 14 Aug 2010 12:56:29 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-231933 Very useful site.Thanks ======== lara <a href="http://personalfinanceadvisers.co.uk" rel="nofollow">Personal Finance Advisers</a> Very useful site.Thanks
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]]> By: Harry Teder http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-228828 Harry Teder Wed, 28 Apr 2010 02:51:23 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-228828 Tried to use your example, repeatedly, keep getting box with #N/A. Same thing when using my own investment numbers. Suggestions? Thanks Tried to use your example, repeatedly, keep getting box with #N/A. Same thing when using my own investment numbers. Suggestions? Thanks

]]> By: Sunil http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-223059 Sunil Mon, 09 Nov 2009 11:18:12 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-223059 Thanks for the help in calculating XIRR. Thanks for the help in calculating XIRR.

]]> By: Tumpa http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-221710 Tumpa Wed, 30 Sep 2009 13:39:12 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-221710 Excellent...very very useful Excellent…very very useful

]]> By: Joshua http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-199918 Joshua Tue, 13 Jan 2009 06:14:22 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-199918 How does one overcome excels limitation of calculating FV as it requires the monthly contribution to remain constant. Say I want to factor in annual increase of x% in the monthly contribution - what would the formula then look like? How does one overcome excels limitation of calculating FV as it requires the monthly contribution to remain constant.

Say I want to factor in annual increase of x% in the monthly contribution – what would the formula then look like?

]]> By: Steve Engelen http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-199346 Steve Engelen Thu, 08 Jan 2009 14:55:04 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-199346 Hi, Can someone help me and say if there is a MIRR function for irregular dates in excel? It is thus a combination of the MIRR function and the XIRR function. It is also called XMIRR but not a standard function in excel thanks Hi,
Can someone help me and say if there is a MIRR function for irregular dates in excel? It is thus a combination of the MIRR function and the XIRR function.
It is also called XMIRR but not a standard function in excel

thanks

]]> By: Dividend Tree http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-198294 Dividend Tree Tue, 30 Dec 2008 21:33:18 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-198294 Hello, At morningstar (see link below), IRR is calculates monthly rate of return -- not annual rate of return. It then provides one additional step to convert to annualized. http://news.morningstar.com/classroom2/course.asp?docId=3228&page=4&CN=COM Would that be valid for XIRR too ? i.e. XIRR gives monthly return and then convert to annualized ? Regards, DT Hello,

At morningstar (see link below), IRR is calculates monthly rate of return — not annual rate of return. It then provides one additional step to convert to annualized.

http://news.morningstar.com/classroom2/course.asp?docId=3228&page=4&CN=COM

Would that be valid for XIRR too ?
i.e. XIRR gives monthly return and then convert to annualized ?

Regards,
DT

]]> By: Bill Woessner http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-168677 Bill Woessner Wed, 13 Aug 2008 03:34:24 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-168677 I'm pretty sure you mean "Newton's Method", not "Newman's Method". Newton was a mathematician (among other things). Newman was a character on Seinfeld. :-p I’m pretty sure you mean “Newton’s Method”, not “Newman’s Method”. Newton was a mathematician (among other things). Newman was a character on Seinfeld. :-p

]]> By: Sensex http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-160979 Sensex Tue, 08 Jul 2008 08:29:13 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-160979 hey thanks for the info.... was dying to find out how to use XIRR hey thanks for the info…. was dying to find out how to use XIRR

]]> By: excel c# http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-137152 excel c# Thu, 28 Feb 2008 15:01:23 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-137152 excel c# excel c#

]]> By: Kevin http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-137051 Kevin Wed, 27 Feb 2008 20:02:19 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-137051 It looks like this function is basically calculating a day-weighted modified dietz return. This is just fine for the purposes that I have in mind, but I'm troubled by the fact that it automatically annualizes periods less than 1 year. I would prefer the function to calculate an unanualized figure- is that a possibility? It looks like this function is basically calculating a day-weighted modified dietz return. This is just fine for the purposes that I have in mind, but I’m troubled by the fact that it automatically annualizes periods less than 1 year. I would prefer the function to calculate an unanualized figure- is that a possibility?

]]> By: Ron Miller http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-126230 Ron Miller Sun, 20 Jan 2008 07:38:41 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-126230 Thanks for a very helpful article!. I do have one comment. If the Rate of Return value is negative, below about -10.02%, leaving out the "guess" results in an incorrect value for XIRR. If you include a guess of a negative number between 0 and -1 (not inclusive), it appears that XIRR will return a correct value. Thanks for a very helpful article!. I do have one comment. If the Rate of Return value is negative, below about -10.02%, leaving out the “guess” results in an incorrect value for XIRR. If you include a guess of a negative number between 0 and -1 (not inclusive), it appears that XIRR will return a correct value.

]]> By: John Ancich http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-125768 John Ancich Thu, 17 Jan 2008 04:26:39 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-125768 Hi, This is just the article I've been looking for. I knew about xirr, but the examples I saw were never as clear as yours, so now I "get it". My only question is that I notice the range you specify inside XIRR always has to start with the first row of data. I have data that has several empty rows above it, but when I try to do XIRR that includes blank rows above the data, I get an error (whether I fill those rows with zeros or empty space). Hope my question makes sense... I know the row number of the first row of data and the last row of data, but not sure how to make this a cell range that the xirr funcition can recognize. Hi,

This is just the article I’ve been looking for. I knew about xirr, but the examples I saw were never as clear as yours, so now I “get it”. My only question is that I notice the range you specify inside XIRR always has to start with the first row of data. I have data that has several empty rows above it, but when I try to do XIRR that includes blank rows above the data, I get an error (whether I fill those rows with zeros or empty space). Hope my question makes sense… I know the row number of the first row of data and the last row of data, but not sure how to make this a cell range that the xirr funcition can recognize.

]]> By: 63 Fantastic Personal Finance Posts : SCN - Personal Finance http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/comment-page-1/#comment-121056 63 Fantastic Personal Finance Posts : SCN - Personal Finance Sun, 09 Dec 2007 18:11:29 +0000 http://www.experiglot.com/2006/10/18/how-to-use-xirr-in-excel-to-calculate-annualized-returns/#comment-121056 [...] How to use XIRR in Excel to calculate annualized returns - Experiments in Finance [...] [...] How to use XIRR in Excel to calculate annualized returns – Experiments in Finance [...]

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