Moreover, the amount of fixed investment may be different, and sometimes the time of fixed investment on holidays is different.
Therefore, it is impossible to calculate the annualized rate of return of the fund's fixed investment with your brain. Only IRR and XIRR formulas in Excel tables can be used for calculation. I have written an article about how to calculate the annualized rate of return of the fund's fixed investment before, but because everyone's level is different, problems are flooding in. There is really no way to teach you how to use the formulas in Excel one by one.
There are also many people on the Internet who make this formula into a template and send it out for everyone to use. However, some whites still can't use it. In order to solve this pain point, a friend inadvertently sent a WeChat applet to solve this difficulty.
This small program is specially tailored for people who make fixed investment in the fund. The key points are still free and can be used directly in WeChat.
This can be said to be the gospel of Xiaobai Fund's fixed investment. Mom no longer has to worry that I can't calculate the annualized rate of return.
You can find this applet by searching for "annualized rate of return XIRR calculator" on the WeChat applet interface.
After finding this small program, enter the amount and date of investment, then enter the current total market value, and then "click Calculate" to get the result.