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如何在Excel中計算平均/複合年增長率?

本文討論的是在Excel中計算平均年增長率(AAGR)和復合年增長率(CAGR)的方法。


在Excel中計算複合年增長率

要在Excel中計算複合年增長率,有一個基本公式 =(((最終值/起始值)^(1 /期間)-1。 我們可以很容易地將這個公式應用如下:

1。 選擇一個空白單元格,例如單元格E3,在其中輸入以下公式,然後按 Enter 鍵。 看截圖:

=(C12/C3)^(1/(10-1))-1

注意:在上式中,C12是帶有結束值的單元格,C3是帶有開始值的單元格,10-1是開始值和結束值之間的時間段,您可以根據需要進行更改。

2。 在某些情況下,計算結果可能無法格式化為百分比。 請繼續選擇計算結果,點擊 百分比樣式 按鍵   首頁 選項卡將數字更改為百分比格式,然後單擊以更改其小數位 增加小數 按鍵  or 減少小數 按鍵 。 查看屏幕截圖:


在Excel中使用XIRR函數計算複合年增長率

實際上,XIRR函數可以幫助我們輕鬆地在Excel中計算複合年增長率,但是它要求您創建一個具有起始值和結束值的新表。

1。 創建一個具有起始值和結束值的新表,如下面的第一個屏幕截圖所示:

注意:在單元格F3中輸入= C3,在單元格G3中輸入= B3,在單元格F4中輸入= -C12,在單元格G4中輸入= B12,或者您可以將原始數據直接輸入此表中。 順便說一句,您必須在最終值之前添加一個減號。

2。 選擇此表下方的空白單元格,在其中輸入以下公式,然後按 Enter 鍵。

= XIRR(F3:F4,G3:G4)

3。 要將結果更改為百分比格式,請選擇具有此XIRR功能的單元格,然後單擊 百分比樣式 按鍵   首頁 標籤,然後通過單擊更改其小數位 增加小數 按鍵  or 減少小數 按鍵 。 查看屏幕截圖:

快速將CAGR表保存為迷你模板,以後只需單擊一下即可重複使用

每次引用單元格並應用公式計算平均值都非常繁瑣。 Kutools for Excel提供了一個可愛的解決方法 自動文本 實用程序將範圍另存為自動圖文集詞條,它可以保留範圍中的單元格格式和公式。 然後,您只需單擊一下即可重用此範圍。

doc cagr自動圖文集


用Excel計算平均年增長率

要計算excel中的年平均增長率,通常我們必須使用公式計算每年的年增長率 =(最終值-初始值)/初始值,然後平均這些年增長率。 您可以執行以下操作:

1。 除原始表外,將以下公式輸入到空白單元格C3中,然後將“填充手柄”拖動到範圍C3:C11。

=(C4-C3)/ C3

2。 選擇範圍D4:D12,然後單擊 百分比樣式 按鍵   首頁 標籤,然後通過單擊更改其小數位 增加小數 按鍵  or 減少小數 按鍵 。 看截圖:

3。 在單元格F4中輸入以下公式,計算所有年均增長率的平均值,然後按 Enter 鍵。

=平均(D4:D12)

到目前為止,已經計算了平均年增長率並將其顯示在單元格C12中。


演示:在Excel中計算平均/複合年增長率


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Comments (22)
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This comment was minimized by the moderator on the site
Thank u very much for important scientific information
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How to calculate average of percentage CAGR Return ?
Example :

28.6%

34.9%

25.5%

-2.8%

16.0%
This comment was minimized by the moderator on the site
You can also just use the RATE() formula with setting PMT to 0. RATE(9,0,-549,987) = 6.73%. Built right into Excel already.
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Your period is wrong in CAGR formula ?
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I agree, there's only 9 periods from 1/1/11 to 1/1/20. Ten periods would be 1/1/11 to 12/31/20. Please explain
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Hi - I'm trying to work backwards to find the highest price I can buy a share at when I have a total expected return. Are you able to please help me by reverse engineering the formula to work this out. Using your example - I'm trying to work out what the "3" should be 2.43443 =(3200/x)^(1/(40-8))-1
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Hi,

I have 7 fiscal years of foot traffic data for a retail store:

FY12 FY13 FY14 FY15 FY16 FY17 FY18
2653 2848 2871 2925 2685 2923 3000

My question is: while traffic is increasing, is it increasing at a decreasing rate? Is the growth slowing?


Your first example "(B11/B2)^(1/(10-1))-1" takes the end value and beginning value to get the CAGR. The part I don't understand is that, what about the values in the middle? How does only taking the end and beginning value determine the growth rate accurately? Is there another method where it takes all the fiscal year values into account?
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FY12 - 2653
FY13 - 2848
FY14 - 2871
FY15 - 2925
FY16 - 2685
FY17 - 2923
FY18 - 3000
This comment was minimized by the moderator on the site
Hi Robert,
You can use this formula = (Ending Value - Beginning Value) / Beginning Value to calculate the growth rate of each year, and then compare those growth rates one by one.
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Can someone help with this problem using excel?

The following data show average growth of the human embryo prior to birth.
EMBRYO AGE IN WEEKS WEIGHT IN GRAMS
8 3
12 36
20 330
28 1000
36 2400
40 3200

a). Find the quadratic function of “best fit” for this data. Write this function in standard form: f(x) = ax2 + bx + c.
b). Make a sketch of the scatter plot and the parabola. Plot the quadratic function found above the Y = menu.
c). According to your model, what would a 32-week embryo weigh?
d). According to your model, what week would an embryo weigh 3000 grams?
e). Could the model be used for weight of an embryo for any number of weeks age (such as 100 or 200)? Explain
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Hi Wayne,
You can calculate the Compound Annual Growth Rate with the second method:
=(3200/3)^(1/(40-8))-1
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There is a new tool that will fit to your planning software. MS Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android and iOS. It features calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. Thus, it can do Bookkeeping/Accounting, Budgeting (Existing Year and Long Term) and Data Analysis.
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In the CAGR formula, why we are using -1 at the end. I am using two formulaes 1) (I5/I4)^(1/(25-1))-1 2)(I5/I4)^(1/(25)-1) which one is correct..? Please help me out on this thank you.
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The first formula you are using is the correct one!
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The formula is actually CORRECT, but the explanation is incorrect. There are 10 dates that represent 9 periods. It should say that "n-1" means "dates-1", not "periods - 1". You can verify it yourself by increasing each year by this example's n-1 CAGR and you will get the final result.
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