Investment RoR Calculator

 

Investors can use this calculator to determin the average annual rate of return on their investments even if those investments have irregular investments or withdrawals.

Instructions

  • For each investment or withdrawal start by entering the date in the left 3 columns.
    • Any time an investment is made input the figure in the 4th column.
    • Any time a withdrawal is made, enter the figure in the 5th column.
    • Treat the final balance as a withdrawal dated either today or the date on your account statement.
  • Do not leave any rows blank. Ensure every deposit or withdrawal has a date associated with it & anything row which has a date lists either a deposit or withdrawal.

Month

Day

Year

Investment

Withdrawals

<< Begin Value

Your Results

Profit/-Loss:
Average annual rate of return:

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