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Weighted Average Rate of Return


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Guest mouellette
Posted

I have a DOL Audit correction that requires us to calculate a weighted average rate of return for Deferral deposits made on a weekly basis. Does anyone have a spreadsheet set up for this or know how I would create the formula in Excel?

Posted

why dont you do it as a percentage of the year. 52 weeks...

earnings for the year is "x"

week 3 of the year would be +def/(3/52*x)

i think this would work....

bummer you have to do this though.

Posted

I am no Excel SS expert... I have seen a ton of formulas on spreadsheets where the formula starts with a +... what is the significance of the +? (sorry to interrupt the post)

Its not easy being green

Posted

oh... so it is simply a software issue... and for those who learned the old "original" way simply still use the + out of habit.

Thanks

Its not easy being green

Posted

Goodness no.... you could have been taught by someone who learned that way..... Sheesh, I need to watch my wording :huh:

Its not easy being green

Posted

im getting silly...its friday and i have only 3 more tests to do out of 80...lots of late nights and i am overtired. and its so darn cold outside, i have had it with this snow.

see, i am rambling....

three more, three more......

Guest mouellette
Posted

Thanks stevena. I think your formula will work for us.

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