The fund is scheduled to vote. I invest 30 yuan every week once a week. At present, it has invested 5 times, and the income is 5 yuan. How to calculate the annualized rate of return of this fund?

Just use xirr formula in excel. demonstrate

Suppose 65438+ 10 starts to make a fixed investment on October 9th, and it will be invested in three phases, and 1 24 will benefit 5 yuan.

Then use the formula XIRR in the B8 cell, as shown in the figure, and press enter.

Sort out the format of B8, express it as a percentage, and keep two decimal places. The result is 6 1 1.77%! !

That's great. There is wood! However, it has not been long since the initial investment, and this figure sometimes seems terrible, and the reference significance is not too great. It will be better to come back after investing for more than one year:)

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