Cumulative Annualized return of multiple rows based on multiple conditions

**Vibee** · 08-05-2022, 04:12 AM

Hi all,

I am preparing an excel sheet to monitor performance of multiple investments made on different dates in different mutual funds.

The sample sheet is attached for ready reference. I have used Compound Interest Formula to calculate annualized return of individual row. Is it possible to calculate combined XIRR for each combination of Name (Column A) and Fund Name (Column B)?

Regards
ViBee

**oeldere** · 08-05-2022, 12:36 PM

Although I don't understand the question.

You did not add manualy the expected result in your file.

I made a pivot table based on your conditions.

See the attached file.

**Vibee** · 08-05-2022, 08:51 PM

Thanks for response Oeldere. Appreciate your effort to help even when you did not understand the question. The answer is not helpful.
I am looking for aggregate XIRR for each unique combination of entries in Column A & B.

**josephteh** · 08-06-2022, 04:50 AM

Name in M5, Fund Name in N5, then Annualised Return in O5

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**Vibee** · 08-06-2022, 05:43 AM

Thanks for your response josephteh. My requirements seems to have been met through your appreciable and humongous efforts.
But as soon as I am enabling editing of the the file attached in your reply, results in cells O5:O8 changes to #NA.
Can you please help with the issue. I am attaching a short video of what is happening.
Your kind help is requested.

**kvsrinivasamurthy** · 08-06-2022, 10:11 AM

Pl see file.
Code for UDF

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How to Use UDF code:
In the developer tab click--> Visual Basic
VB window opens
Insert--> Module
Paste the code.
Close the VB window.
Now UDF is available in Function List
Save file as .xlsm

**josephteh** · 08-06-2022, 02:07 PM

I am using Excel 2021 at home and the formula looks good. Will have to test it out in my company PC.

**Vibee** · 08-06-2022, 09:37 PM

That probably is the reason. I am using Excel 2019. Is there any workaround to make your solution work on Excel 2019?

**josephteh** · 08-08-2022, 10:22 AM

Experienced the same as you described in your post #5 above. All functions used are available in Excel 2016 and above. I lost track of how I arrived at the formula!

Cumulative Annualized return of multiple rows based on multiple conditions

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Re: Cumulative Annualized return of multiple rows based on multiple conditions

Re: Cumulative Annualized return of multiple rows based on multiple conditions

Re: Cumulative Annualized return of multiple rows based on multiple conditions

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