Compound Annual Growth Rate (CAGR) calculator (.xls)

Corporate finance, Excel spreadsheets (.xls), Personal finance

Description: A simple MS Excel template (Office 2003) you can use to calculate CAGR given initial investment, ending investment, and # of years of investment, or ending investment or # of years of required investment given the other three inputs. To download this spreadsheet, right click on this link and choose “Save target as…” or “Save link as…” from the menu items.

Enter your data in the white cells. Greyed out areas are calculations and should not be changed. A few examples have been prefilled in blue.

You may use, distribute, and modify this spreadsheet however you wish. For more information on how to use it, you may want to . (Update: I’ve also added an .) Comments, corrections, additions, and suggestions are welcome below.


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94 Feedbacks on "Compound Annual Growth Rate (CAGR) calculator (.xls)"


Im guessing that the last three questions about calculation quarterly date are from people having to send in their economis ‘case’ assessments by 5am tomorrow???

Sooo stuck aswel!



I’m building a revenue forecast tool in Excel that applies an annual growth % for Years 1 to 4. This is then presented back by Year as monthly growth using = ((FV/PV)^(1/12)) – 1. However, I also have Seasonal Weightings that I would like to apply to each of the months (ie Jan:11%, Feb:6%, Mar:7%, etc, so that 100% across the Year). How can I apply Seasonal Weightings to the CAGR formula above?


excellent contents, thanks a ton


Dear sir,
kindly send me the Sip formula.


Nice work. The excel template is exactly what I need. Thank you.

Mayank Umbarkar

Hi Ricemutt,
Could you explain how to calculate the CAGR for Systematic Investment plan??
Thanks in anticipation.


Use MS excel and get the CAGR plugin from the net it’s really simple dude :)

Bob S

if i have a current value on a regular savng plan how can i work out the CAGR – say $500 pcm for last 5 years, currently worth $55,000 (overall growth/profit as % is easy, but how do i get the CAGR taking account of the rising capital balance?).


hi, Thanks a lot for your template! I am already looking for this for ages!




Thanks a lot!! really helpful tools.I wanted to combine all such usefull tools in one xl file and post…:)


Thanks I’ve learnt a lot. But how can I calculate the annual average growth if i have many data over 5 or 6 years?


Thank you very much for sharing this resource!


can anybody mail me Principles of corporate finance all answer in .xls form please help me as soon as possible. thanks

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Hi, whats the formula for weighted CAGR?

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