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Financial function

FVSCHEDULE

Returns the future value after applying a series of different rates.

Rarely usedDifficulty 1400 · AdvancedUsage rank #348 of 520
Practice · 2 questions →

When to use it

Future value of a principal under a series of different rates, one per period. Variable-rate deposits and back-tested returns.

The shape of it

Syntax
=FVSCHEDULE(principal, schedule)

Worked examples

  • Three rates

    =FVSCHEDULE(1,{0.09,0.11,0.1}) 1.33089

    Three years at 9%, 11%, then 10%.

  • Growth of a deposit

    =FVSCHEDULE(10000,{0.05,0.03,0.04}) 11,247.60

    10,000 through three yearly returns.

  • From a range

    =FVSCHEDULE(1000,B2:B13) 1,082.43

    Twelve monthly rates from a range.

Worth knowing

  • Same as principal × PRODUCT(1+rates).
  • Blanks in the range count as 0%.
  • Divide the result by the principal, minus 1, for the cumulative return.

Where it goes wrong

  • Text in the schedule returns #VALUE!.
  • Rates must be decimals, not percentages typed as whole numbers.

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