Solved

Calculate 1 year return based on 12 monthly returns

Posted on 2014-03-04
2
241 Views
Last Modified: 2014-03-04
I currently use Excel to get the 1 year return by using the product function by taking all the monthly returns for a mutual fund, adding 1 to each of them and multiplying all the values together like =(A1*A2*A3.....*A12 )-1

I have looked all over in Crystal for this function and I have had no luck, is there a way to do this?
0
Comment
Question by:wilpitz
2 Comments
 
LVL 100

Accepted Solution

by:
mlmcc earned 500 total points
Comment Utility
Are you dealing with 1 record with 12 values or 1 record per month

1 record with 12 values
(1+{JanReturn}) * (1+{FebReturn}) * (1+{MarReturn}) * (1+{AprReturn}) * (1+{MayReturn}) * (1+{JunReturn}) * (1+{JulReturn}) * (1+{AugReturn}) * (1+{SepReturn}) * (1+{OctReturn}) * (1+{NovReturn}) * (1+{DecReturn})

If you have 1 record per month
Group by the stock or security
In the report header add a formula
WhilePrintingRecords;
Global NumberVar RateofReturn;
RateofReturn := 1;
""

In the group header add a formula
WhilePrintingRecords;
Global NumberVar RateofReturn;
RateofReturn := 1;
""

In the details add a formula
WhilePrintingRecords;
Global NumberVar RateofReturn;
RateofReturn := RateofReturn * (1 + {ReturnRateField});
""

In the group footer add a formula to display the retunr
WhilePrintingRecords;
Global NumberVar RateofReturn;
RateofReturn

mlmcc
0
 

Author Closing Comment

by:wilpitz
Comment Utility
That works GREAT!!!!!!!
0

Featured Post

Find Ransomware Secrets With All-Source Analysis

Ransomware has become a major concern for organizations; its prevalence has grown due to past successes achieved by threat actors. While each ransomware variant is different, we’ve seen some common tactics and trends used among the authors of the malware.

Join & Write a Comment

Suggested Solutions

There have always been a lot of questions related to when Crystal Reports evaluates report components (such as formulas, summaries, cross-tabs, charts, to name a few examples). Crystal Reports uses a two-pass reporting process to provide greater …
Hello everyone, Hope you find this as helpful as we did. We have on the company I work for an application built in Delphi V with Crystal Reports 8. We all know that Crystal & Delphi can be temperamental sometimes and the worst thing is, nearly…
Illustrator's Shape Builder tool will let you combine shapes visually and interactively. This video shows the Mac version, but the tool works the same way in Windows. To follow along with this video, you can draw your own shapes or download the file…
Here's a very brief overview of the methods PRTG Network Monitor (https://www.paessler.com/prtg) offers for monitoring bandwidth, to help you decide which methods you´d like to investigate in more detail.  The methods are covered in more detail in o…

728 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

9 Experts available now in Live!

Get 1:1 Help Now