Next Live Training Date:

24 July 2014

CAGR Excel (Compound Annual Growth Rate)

Calculate CAGR using Excel

One of Excel’s most spectacular and useful features is the tool which it provides for calculating a CAGR. A CAGR measures the rate of return for an investment – such as a mutual fund or bond – over an investment period of say 5 or 10 years. The CAGR can also be referred to as a “smoothed” rate of return as it measures the growth of an investment as if it had grown at a steady rate on an annually compounded basis.

Related Items: CAGR Video Clip, IRR in Excel, IRR Calculator, NPV in Excel

To calculate a CAGR using Excel, one should use the XIRR function.

The XIRR Function Details

XIRR returns the internal rate of return for a schedule of cash flows that is not necessarily periodic. The XIRR function is composed of the main syntax namely values, dates and guess, and these are to be discussed as follows:

XIRR Function Notes

When using the XIRR function of Excel, as a user you will need to pay careful attention, noting the following:

With these amazing features and capabilities it is no surprise that the use of Excel to calculate CAGR is so popular among not only professionals but the home user as well. With the XIRR function, Excel can handle and accurately calculate any return of investment in terms of the compound annual growth rate. With the automatic CAGR function that Excel boasts, calculating large numbers is now as best as done. All you need to do is enter your values in the appropriate cells, and the sit back and relax while Excel does the rest.

Handy Tips & Tricks

EPL Spreadsheet

EPL Spreadsheet For some fun and to learn a bit about the Excel environment worldwide, we are developing an EPL spreadsheet to allow players to set up a sweepstakes or office pool based on the English Premier League. We are … Continue reading

Excel 2013 copy paste problem

Excel 2013 copy paste problem (not working) A very annoying issue we have encountered is the Excel 2013 copy paste problem (also seems to happen with Excel 2010). In this situation when you try and copy an area from one … Continue reading

It was most interesting and filled with very useful and relevant tricks and tools that one can start to use immediately. The course was well constructed with a logical flow to be able to reference information easily in the take home materials, with exercises covering many different scenarios.

– Hyatt Hotels

Video Library & Tutorials //

View Entire Video Gallery ››

Clean excel data in as few steps possible

Clean excel data in as few steps possible

Solver Excel 2013

Solver Excel 2013

Offset Excel 2013

Offset Excel 2013

Vlookup Approximate Match

Vlookup Approximate Match

Some of our Featured Clients