If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

An annual return, or annualized return, is a percentage value that tells you how much an investment as increased in value on average per year over a period of time. Annual return can be a preferable ...

In Microsoft Excel, common size financial statements compare cells against the balance total to determine what percent those figures have increased or decreased. Excel creates a new blank column in ...