The Compound Annual Growth Rate (CAGR) is a widely-used financial metric that helps assess investment performance over time. It shows the average rate of return for an investment over a specific ...

Calculating CAGR in Excel The math formula is the same as above: You need ending values, beginning values, and a length measured in years. Excel has a built-in formula, but it’s far from ideal.

To calculate the CAGR in mutual funds using excel sheet, here is an example of CAGR calculation. When you see that a mutual fund scheme has generated 10 or 12 or 15 per cent returns over 2-years ...

CAGR allows you to see growth rate over time. It lets you see what the rate of return needs to be for the value to grow from its starting value to the end value. The Excel RRI function returns an ...