Portfolio Rate of Return Calculator

house This calculator will help you to determine the average annual rate of return on an investment that has a non-periodic payment schedule.

Instructions: Enter the month, day, and year of the beginning investment, and then for each investment and withdrawal after that. All cash flows entered after the first line must be dated later than the first line, but need not be entered in the order they occurred. Note that for an entry line to be included in the calculations, the month, day, and 4-digit year, and one investment or withdrawal is required. And finally, the first line and at least 1 withdrawal are required in order to complete the calculation.

Note: The calculator will make up to 100,000 attempts at finding a rate solution for the cash flow schedule. If the calculator reaches the maximum number of tries you will receive an alert message warning you of the potential inaccuracy of the rate result.

Month Day Year Investments Withdrawals
& End Value
<< Begin Value
Average annual rate of return:


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