Wealth Index
Returns the wealth index showing cumulative growth of an initial investment.
Syntax
=WealthIndex()Examples
=WealthIndex()When to Use
- Portfolio performance visualization
- Cumulative return analysis
- Wealth growth tracking
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Simple returns | MonthlyReturns() |
| Risk-adjusted | SharpeRatio() |
Common Issues & FAQ
What does a wealth index of 1.5 mean?
Your initial investment has grown 50%.
Excel Templates Using Wealth Index
These ready-made MarketXLS templates call WealthIndex() in their worksheet formulas. Open one to see the function working inside a complete model.
Related Formulas
More MarketXLS Portfolio Analytics formulas you can use in the same worksheet:
- AIPortfolio Optimize
- AIPortfolio Predict Returns
- Drawdown
- Holdings Gain
- Holdings Gain Percent
- Holdings Gain Percent Real-Time
- Holdings Gain Real-Time
- Holdings Value
See WealthIndex used in a complete workbook: Charles Schwab Portfolio Management: Exporting Data to Excel for Advanced Analysis
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