If you’d like to learn how to generate a conditional running total at the sheet level, read How to calculate conditional running totals in an Excel revenue sheet. What’s a running total?

Wondering how the SAT is scored? Learn how raw and scaled scores work, how to read percentiles, and tips to guide your prep strategy.

To truly calculate the total return of an investment, you must include the CGY or CGL and dividend yield. Many brokerages will provide the CGY and total return on investment for the stocks you hold.

This makes it a good choice for learning how to calculate expected total returns. With that said, this method can be applied to any stock investment.