How do I create an XIRR function based on unique names and between certain dates?

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How do I create an XIRR function based on unique names and between certain dates?



I'm trying to create an XIRR function that will calculate the return based on an unique investment names and corresponding cash flows between certain dates. For example, I want to calculate the IRR for Investment A between 01/16/2018 to 5/20/2018 with the following cash flows:



Investments Dates Amounts
A 01/15/18 ($55)
B 01/18/18 ($20)
B 01/19/18 $9
B 04/06/18 $6
A 04/08/18 $24
A 05/20/18 $40
B 05/21/18 $7
A 05/23/18 ($5)



Start 01/16/18

End 05/20/18



The challenge I am having is skipping past the Investment B cash flows and only calculating Investment A. This is a simplified version of what I’m trying to do. The full version has about 50 investment names spread over about 1000 rows. Any suggestions would help. I’ve tried using fncs INDEX, MATCH, OFFSET, COUNTIF.



The spreadsheet is attached for reference.



I appreciate the help ahead of time!





The spreadsheet is attached for reference. mediafire.com/file/zc44e1j1tpk8udr/XIRR.xlsx/file
– Shawn
Aug 12 at 5:26




1 Answer
1



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The following array formula returns the XIRR based on the investment date in E2, the start date in F2, and the end date in G2. Note that the formula needs to be confirmed with CONTROL+SHIFT+ENTER.


=XIRR(INDEX(C:C,N(IF(1,MODE.MULT(IF(A2:A9=E2,IF(B2:B9>=F2,IF(B2:B9<=G2,ROW(C2:C9)*1,1))))))),INDEX(B:B,N(IF(1,MODE.MULT(IF(A2:A9=E2,IF(B2:B9>=F2,IF(B2:B9<=G2,ROW(C2:C9)*1,1))))))))



For earlier versions of Excel, try the following formula instead. Note that this formula also needs to be confirmed with CONTROL+SHIFT+ENTER.


=XIRR(N(OFFSET(C2:C9,SMALL(IF(A2:A9=E2,IF(B2:B9>=F2,IF(B2:B9<=G2,ROW(C2:C9)-ROW(C2)))),ROW(INDIRECT("1:"&COUNTIFS(A2:A9,E2,B2:B9,">="&F2,B2:B9,"<="&G2)))),0,1)),N(OFFSET(B2:B9,SMALL(IF(A2:A9=E2,IF(B2:B9>=F2,IF(B2:B9<=G2,ROW(B2:B9)-ROW(B2)))),ROW(INDIRECT("1:"&COUNTIFS(A2:A9,E2,B2:B9,">="&F2,B2:B9,"<="&G2)))),0,1)))





Thanks, does the formula also take the between two dates into consideration?
– Shawn
Aug 13 at 14:10





Yes, it takes into consideration the investment name in E2 and the dates in F2 and G2.
– Domenic
Aug 13 at 15:22





Hi Domenic, can you share the excel with the built-in formula. I get a 'Name' error message with the suggested formula.
– Shawn
Aug 15 at 4:05





It looks like you're using an earlier version of Excel. See my edited post.
– Domenic
Aug 15 at 12:03






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