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Formula for Annualized percentage

  1. #1
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    Question Formula for Annualized percentage

    Trying to come up with a formula to show the annualized percentage rate of an investment. Ie: Value is up 10% over a 30 day period, what would the annual percentage be if it continued to increase at the same rate?

    A1=Date acquired
    B1=Date sold or present date
    C1=% increase (decrease) during period
    D1=Annualized percentage

    Here is what I have (don't laugh!):
    =(DATEVALUE(B1)-DATEVALUE(A1))/365*C1

    It will only bring a "#VALUE!" statement.

    Any help or suggestions would be greatly appreciated

    Thanks
    Sat-Geek
    Last edited by Sat-Geek; 08-03-2006 at 10:26 PM.

  2. #2
    Valued Forum Contributor Excelenator's Avatar
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    I think what you are looking for is this

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    If your dates are actual dates in excel there is no need for datevalue.
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  3. #3
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    Thanks for your input. I tried your suggestion and it returned a date (1/13/00)

    I used =365/(B1-A1)*(C1) with the cells corrected to the actual data cells, in this case: =365/(F5-C5)*(I5)

    F5=8/3/06
    C5=7/31/06
    I5=11.31% (return from another formula)

    Did I do somnething wrong?

    Thanks
    Sat-Geek

  4. #4
    Valued Forum Contributor Excelenator's Avatar
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    Format the resulting cell as a percentage.

  5. #5
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    Well Da!!

    That fixed it! 1376.22% !!

    A few years like that and I'm ready to retire!!

    Thanks a lot

    Sat-Geek

  6. #6
    Don
    Guest

    Re: Formula for Annualized percentage

    Sat-Geek

    You seem to be happy with the results, however if you are using your example
    of 10% over 30 days , the coumpound annual rate is more like:

    318.868%

    =((1+((1+A3)^(1/(A2-A1))-1))^365)

    Don






    "Sat-Geek" <[email protected]> wrote in
    message news:[email protected]...
    >
    > Well Da!!
    >
    > That fixed it! 1376.22% !!
    >
    > A few years like that and I'm ready to retire!!
    >
    > Thanks a lot
    >
    > Sat-Geek
    >
    >
    > --
    > Sat-Geek
    > ------------------------------------------------------------------------
    > Sat-Geek's Profile:
    > http://www.excelforum.com/member.php...o&userid=37091
    > View this thread: http://www.excelforum.com/showthread...hreadid=568196
    >




  7. #7
    Don
    Guest

    Re: Formula for Annualized percentage



    Opps!!

    Should be:


    =((1+((1+C1)^(1/(A2-A1))-1))^365)


    =318.868
    Don

    "Don" <[email protected]> wrote in message
    news:[email protected]...
    > Sat-Geek
    >
    > You seem to be happy with the results, however if you are using your
    > example of 10% over 30 days , the coumpound annual rate is more like:
    >
    > 318.868%
    >
    > =((1+((1+A3)^(1/(A2-A1))-1))^365)
    >
    > Don
    >
    >
    >
    >
    >
    >
    > "Sat-Geek" <[email protected]> wrote
    > in message news:[email protected]...
    >>
    >> Well Da!!
    >>
    >> That fixed it! 1376.22% !!
    >>
    >> A few years like that and I'm ready to retire!!
    >>
    >> Thanks a lot
    >>
    >> Sat-Geek
    >>
    >>
    >> --
    >> Sat-Geek
    >> ------------------------------------------------------------------------
    >> Sat-Geek's Profile:
    >> http://www.excelforum.com/member.php...o&userid=37091
    >> View this thread:
    >> http://www.excelforum.com/showthread...hreadid=568196
    >>

    >
    >




  8. #8
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    Those numbers were hypothetical and the actual yield is 1376.22% annually. Of course I can not expect it to continue at that rate but I can dream can't I?

    Sat-Geek

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