CAGR

[grcshekar]

In the attached sheet, I have used CAGR formulas in I3, I4 AND I5. But considering negative returns i think CAGR is showing wrong. What mistake I have done |?

 

[grcshekar]

I corrected I3 as =IFERROR((E3 /D3)^(1/INDEX($M$11:$M$46,MATCH(C3,$C$11:$C$46,0)))-1,"")

Hope this is correct

 

[pecoflyer]

I haven't got the slightest idea what CAGR means, and your title is awful

 

[GraH - Guido]

CAGR = Compound annual growth rate.

@grcshekar, Many tutorials online, one on chandoo.org. Cannot open your file for the moment.
Real financials do not use it I'm told.

 

[bosco_yip]

CAGR = Compound annual growth rate.

@grcshekar, Many tutorials online, one on chandoo.org. Cannot open your file for the moment.
Real financials do not use it I'm told.

I removed the OP file linked address, please see & open my below attachment.

 

[GraH - Guido]

Calculate CAGR (Compounded Annual Growth Rate) using Excel [Formulas] » Chandoo.org - Learn Excel, Power BI & Charting Online

Lets talk about how we can use Excel to calculate Compounded Annual Growth Rate (CAGR for short). What is CAGR? What does it signify? Let us say you are the CEO of ACME Inc. You have been selling various widgets since 2009. In your latest annual report you want to tell your shareholder at what...

chandoo.org

3 methods are described in this post.
One of them being related to one of your other posts on using IRR fx.
Still without excel, can't help more for the time being.

 

[GraH - Guido]

Maybe the formula is with the minus 1 outside the last parenthesis?
=( E3/D3 ) ^ ( 1 / SUMIF ( $C$11:$C$46 ; C3 ; $M$11:$M$46 ) ) -1
or
=RATE ( SUMIF ( $C$11:$C$46 ; C3 ; $M$11:$M$46 ) ; ; -D3 ; E3 )

Not sure about this one, since I never do any finance calculations:
=LET(
vals ; FILTER ( $G$11:$G$52 ; ( $C$11:$C$52=C3 ) * ( $C$11:$C$52<>"" ) ) ;
dates ; FILTER ( $D$11:$D$52 ; ( $C$11:$C$52=C3 ) * ( $C$11:$C$52<>"" ) ) ;
XIRR( -vals ; dates )
)