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keisanHigh-precision calculations for everyday life and work

Calculating the Annual Return on Investment Trusts

Author: naonestlyExecutions: 68625

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Calculates the investment return (annual rate) based on the cumulative purchase amount and total return of an investment trust.
Purchase Start Date (Gregorian calendar)
Year
month(s)
day(s)
Calculation Date (Gregorian Calendar)
Year
month(s)
day(s)
Total Purchase Amount
yen
Total Return
yen
Number of years elapsed Year
Yield on Investment (Annual Rate) %
Note: The calculation of elapsed years does not account for variations in the number of days per month (calculated by treating 1 day as 1/365.2422 years).
Therefore, when the elapsed period is short (particularly a few months that include February), the error in the annual interest rate will be significant.

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