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如何在Excel中计算平均/复合年增长率?

本文讨论的是在Excel中计算平均年增长率(AAGR)和复合年增长率(CAGR)的方法。


在Excel中计算复合年增长率

要在Excel中计算复合年增长率,有一个基本公式 =((最终值/起始值)^(1 /期间)-1。 我们可以很容易地将这个公式应用如下:

1。 选择一个空白单元格,例如单元格E3,在其中输入以下公式,然后按 输入 键。 看截图:

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

注意:在上式中,C12是带有结束值的单元格,C3是带有开始值的单元格,10-1是开始值和结束值之间的时间间隔,您可以根据需要进行更改。

2。 在某些情况下,计算结果可能无法格式化为百分比。 请继续选择计算结果,点击 百分比样式 按键  在 主页 选项卡将数字更改为百分比格式,然后单击以更改其小数位 增加小数 按键  or 减少小数 按键 。 查看屏幕截图:


在Excel中使用XIRR函数计算复合年增长率

实际上,XIRR函数可以帮助我们轻松地在Excel中计算复合年增长率,但是它要求您创建一个具有起始值和结束值的新表。

1。 创建一个具有起始值和结束值的新表,如下面的第一个屏幕截图所示:

注意:在单元格F3中输入= C3,在单元格G3中输入= B3,在单元格F4中输入= -C12,在单元格G4中输入= B12,或者您可以将原始数据直接输入此表中。 顺便说一句,您必须在最终值之前添加一个减号。

2。 选择此表下方的空白单元格,在其中输入以下公式,然后按 输入 键。

= XIRR(F3:F4,G3:G4)

3。 要将结果更改为百分比格式,请选择具有此XIRR功能的单元格,然后单击 百分比样式 按键  在 主页 标签,然后通过单击更改其小数位 增加小数 按键  or 减少小数 按键 。 查看屏幕截图:

快速将CAGR表保存为迷你模板,以后只需单击一下即可重复使用

每次引用单元格并应用计算平均值的公式一定非常繁琐。 Kutools for Excel 提供了一个可爱的解决方法 自动文本 实用程序将范围另存为自动图文集词条,它可以保留该范围中的单元格格式和公式。 然后,您只需单击一下即可重用此范围。

doc cagr自动图文集


用Excel计算平均年增长率

要计算excel中的平均年增长率,通常我们必须使用公式计算每年的年增长率 =(最终值-初始值)/初始值,然后平均这些年增长率。 您可以执行以下操作:

1。 除原始表外,将以下公式输入到空白单元格C3中,然后将“填充手柄”拖动到范围C3:C11。

=(C4-C3)/ C3

2。 选择范围D4:D12,然后单击 百分比样式 按键  在 主页 标签,然后通过单击更改其小数位 增加小数 按键  or 减少小数 按键 。 看截图:

3。 在单元格F4中输入以下公式,计算所有年均增长率的平均值,然后按 输入 键。

=平均(D4:D12)

到目前为止,已经计算了平均年增长率,并显示在单元格C12中。


演示:在Excel中计算平均/复合年增长率


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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
This comment was minimized by the moderator on the site
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.
This comment was minimized by the moderator on the site
Your period is wrong in CAGR formula ?
This comment was minimized by the moderator on the site
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.
This comment was minimized by the moderator on the site
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
This comment was minimized by the moderator on the site
Hi Wayne,
You can calculate the Compound Annual Growth Rate with the second method:
=(3200/3)^(1/(40-8))-1
This comment was minimized by the moderator on the site
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!
This comment was minimized by the moderator on the site
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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