Optuma Forums › Optuma Scripting › Finding a Watch List of stocks that have risen 20% per year for 5 Years › Reply To: Finding a Watch List of stocks that have risen 20% per year for 5 Years
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You can use the ARR() function to calculate the Annual Rate of Return. For 5 years use ARR(PERIODAMT=5).
NOTE: because the default watchlist only loads one year of data you will need to change the Date Range in the Properties to 10 years so enough data is available for the calculation to be made.
In this ASX100 list, XRO has gained an average of 48% per year over the last 5 years. Note this doesn’t mean every year has been +20%, only the compounded gain has averaged 20% (if you wanted to look for every year +20% you can use the same concept to calculate quarterly performance described here).