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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Annual Returns

I am trying to calculate a fund's yearly performance based on monthly returns. In excel we calculate the yearly performance with the formula B12/B2-1 which gives us the total performance for 2015 of ...
Need Help
  • Zubair_Muhammad's avatar
    Zubair_Muhammad
    8 years ago

    Hi Anonymous

     

    HOw abou this one?

     

    YTD_Zubair =
VAR Previous_YEAR_Closing =
    CALCULATE (
        MAX ( EMCD[Date] ),
        EMCD[Date] < EARLIER ( EMCD[Date] )
            && YEAR ( EMCD[Date] )
                = YEAR ( EARLIER ( EMCD[Date] ) ) - 1
    )
RETURN
    DIVIDE (
        EMCD[Absalon EM Corporate Debt SICAV NAV],
        CALCULATE (
            SUM ( EMCD[Absalon EM Corporate Debt SICAV NAV] ),
            EMCD[Date] = Previous_YEAR_Closing
        )
    )
        - 1
Zubair_Muhammad's avatar
Zubair_Muhammad
Community Champion
8 years ago

Hi Anonymous

 

Please could you share your file via Onedrive or GoogleDrive?