Formula to calculate ROI

Ollyd

New Member
Joined
Jan 9, 2023
Messages
4
Platform
  1. MacOS
Hi all

I would like to be able to calculate the ROI for an investment which has just ended.

It was a regular monthly payment for 25 years, starting at zero, then adding the monthly payments for 25 years.

I know the monthly amount paid, I know how many months it was paid, and I know the final amount paid out.

Obviously each monthly payment was invested for a different period of time so I can't just take the sum invested from the sum paid out.

Any ideas?
 

Excel Facts

Which came first: VisiCalc or Lotus 1-2-3?
Dan Bricklin and Bob Frankston debuted VisiCalc in 1979 as a Visible Calculator. Lotus 1-2-3 debuted in the early 1980's, from Mitch Kapor.
I think you're looking for the RATE function
Excel Formula:
RATE(nper, pmt, pv, [fv], [type], [guess])
 
Upvote 0
Thanks for the reply.

There was no fixed interest rate as it was based on an equity investment, which obviously varied within the 25 years.
 
Upvote 0

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