Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. The compound annual growth rate (CAGR) shows ...

One may use CAGR to calculate returns from mutual funds schemes by taking into account the initial NAV and the current NAV or the NAV at which the investment was redeemed.

In this article, I’ll show you how to create a YOY chart by using Microsoft Excel’s PivotTable and PivotChart features. SEE: Software Installation Policy (TechRepublic Premium) ...

If you want to calculate the CAGR (Compound Annual Growth Rate), then your best bet is to use Microsoft Excel to get the job done. You will have to use the RRI function to complete this task, but ...