sanfranbrewer
New Member
- Joined
- Apr 3, 2012
- Messages
- 3
Hey Community,
I am interested in calculating a YTD investment return, taking into account cashflows.
I have used the XIRR function successfully- listing the starting amount, flows in and out throughout the year, their dates, and finally the ending value. While this works great for a true annual return, I can not use the XIRR function to calculate returns for the first two months of the year.
If I have access to the same data, (beg value, dates/amounts of cash flows, ending value), how would I go about calculating a YTD total return?
Thanks!
I am interested in calculating a YTD investment return, taking into account cashflows.
I have used the XIRR function successfully- listing the starting amount, flows in and out throughout the year, their dates, and finally the ending value. While this works great for a true annual return, I can not use the XIRR function to calculate returns for the first two months of the year.
If I have access to the same data, (beg value, dates/amounts of cash flows, ending value), how would I go about calculating a YTD total return?
Thanks!