+ Reply to Thread
Results 1 to 3 of 3

Average percentage yield per year

  1. #1
    Registered User
    Join Date
    09-19-2010
    Location
    Houston, Tx
    MS-Off Ver
    Excel 2003
    Posts
    16

    Post Average percentage yield per year

    Trying to get the formula to calculate average percentage yield per year:
    This is a stock I purchased for $11.61, now the value is $21.21.

    Current value is $21.21
    initial investment is $11.61
    Years invested is 9

    I know the average rate of return(6.924%) for this example using the FV(rate, nper, pmt, pv) formula to give me the future value of 21.21
    FV(.06924,9,,11.61) = 21.21

    But I want to find that average yield using the same criteria:
    FV = $21.21
    Initial Investment = $11.61
    Term = 9 yr

    I have tried i = (PV/FV)^1/9-1 however I get a rate of .7970, instead of getting the rate of .06924.

    Is there an err in the formula or should I use a different formula?

    Frank

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
    Join Date
    01-14-2008
    Location
    Stockton Heath, Cheshire, UK
    MS-Off Ver
    Office 365, Excel for Windows 2010 & Excel for Mac
    Posts
    29,464

    Re: Average percentage yield per year

    Hi,

    With PV in A1, FV in A2 and Term in A3

    Formula: copy to clipboard
    Please Login or Register  to view this content.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

  3. #3
    Registered User
    Join Date
    09-19-2010
    Location
    Houston, Tx
    MS-Off Ver
    Excel 2003
    Posts
    16

    Re: Average percentage yield per year

    Thank you Richard, Thought I tried that but could not get it to work. Appreciate

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Help with averageifs formula.
    By LorenzoCastroC in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 06-02-2020, 12:44 PM
  2. [SOLVED] Average by year if data in the same year
    By Sarin in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 12-14-2018, 05:33 AM
  3. calculating year on year percentage price increases
    By Icehockey44 in forum Excel Formulas & Functions
    Replies: 5
    Last Post: 11-25-2016, 09:39 AM
  4. Query regarding Calculating Weighted average value or average value in Percentage.
    By adamsmith1337 in forum Excel Formulas & Functions
    Replies: 0
    Last Post: 02-03-2016, 07:56 AM
  5. [SOLVED] Average Percentage (weighted average) but I want to exclude N/A
    By mespinoza in forum Excel Formulas & Functions
    Replies: 20
    Last Post: 12-28-2015, 02:53 PM
  6. Replies: 3
    Last Post: 08-14-2012, 05:14 AM
  7. Bond Yield to Maturity using the Yield function in Excel
    By rahulk in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 10-13-2009, 03:32 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1