Year to Date Investment Returns

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!
 

Excel Facts

Difference between two dates
Secret function! Use =DATEDIF(A2,B2,"Y")&" years"&=DATEDIF(A2,B2,"YM")&" months"&=DATEDIF(A2,B2,"MD")&" days"

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