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Investment Return Calculator
Name (Acct/Investment)
Start date (mm/dd/yyyy)
Value on start date		""
End date (mm/dd/yyyy)
Value on end date		""
Change in value
Deduct deposits, add back withdrawals
Net increase (decrease) in value
Weighted average invested amount
Total % return
Annualized % return (internal rate of return)
Dates must be entered in chronological order.  Otherwise, the results will not be correct. Results are calculated automatically when you hit the enter key, tab out of a cell, select a new cell, or click on the Update button above.
Notes		Date (mm/dd/yyyy)	Deposits -Withdrawals

Investment Return Calculator
Name
Start date
Value on start date
End date
Value on end date
Change in value
Deduct deposits, add back withdrawals
Net increase (decrease) in value
Weighted average invested amount
Total % return
Annualized % return (internal rate of return)
Notes		Date	Deposits -Withdrawals