Excel and Google Sheets have three functions to calculate the internal rate of return: IRR, XIRR, and MIRR. Learn how these functions can calculate investment returns.

Knowing how to convert your daily returns to annual returns can help you better compare investments to one another, regardless of their periodicity.

How to calculate average stock returns in Excel In the following example, I'll calculate the returns for Microsoft stock using historical prices and dividends. The first step is to get organized.

So, your total return over a decade has been 138%. Since we're considering a 10-year period, I'll use 0.1 as my power to calculate the annualized return: ...

If your expected return on the individual investments in your portfolio is known or can be anticipated, you can calculate the portfolio's overall rate of return using Microsoft Excel.

To calculate the returns on your mutual fund investments made on different dates, using XIRR formula in excel makes the task easier.

An example So, your total return over a decade has been 138%. Since we're considering a 10-year period, I'll use 0.1 as my power to calculate the annualized return: ...

Holding period return measures total gains or losses over the period you own an investment. To calculate, add any investment income to final value, divide by initial investment. Annualized return ...