Hi Every one
I want to calculate the following in excell with formulas, I have tried some but not satisfied.
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Please note quantity will remain same whether NAV go up or down, i want results in % and amount both.
Any help here is much appreciate.
I want to calculate the following in excell with formulas, I have tried some but not satisfied.
A | B | C | D | E | |
Particulars | Date | Amount | Qty | ||
1 | Invested Date | 29/08/16 | |||
2 | Investment Amount | 15,000 | 1251.114 | ||
3 | Average NAV | 29.5417 | |||
4 | Current NAV & Date | 29/11/16 | 30.1441 | ||
5 | If in loss NAV & Date | 29/11/16 | 28.5412 | ||
6 | Need Absolute return | ||||
7 | Need Annual return |
<tbody>
</tbody>
Please note quantity will remain same whether NAV go up or down, i want results in % and amount both.
Any help here is much appreciate.
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