Calculate 1 year return based on 12 monthly returns

Posted on 2014-03-04
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?
Question by:wilpitz
LVL 100

Accepted Solution

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
Global NumberVar RateofReturn;
RateofReturn := 1;

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

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

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


Author Closing Comment

Comment Utility
That works GREAT!!!!!!!

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