Calculate a rolling total return in a query.

A

Amy Stevens

Greetings,

I currently export a list of values to Excel and then
manually calculate a "market value" field, based on a
rolling monthly price. I set the first "market value" at
$10,000 and then calcuate the market price by taking the
(old market price*(1+(new price change/100))). Because
the dates are month ends (sometimes 30, some times 31,
even 28/29) and because I am dealing with up to 10 years
worth of monthly data, I have yet to find a way to do all
my calcuations in Access. Is there some sort of date
math I can do to calcuate a new value off a previous
month's price?

Thanks,
Amy
 
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