Effective Interest Rate Formula

    The effective interest rate (EAR) is the actual annual rate you earn or pay after accounting for compounding frequency. It's always higher than the stated nominal rate.

    Effective Annual Rate

    EAR = (1 + r/n)^n - 1

    Where:

    • EAR = Effective annual rate
    • r = Nominal (stated) annual rate
    • n = Number of compounding periods per year

    Step-by-Step:

    1. 1

      Find nominal rate

      The stated annual interest rate.

    2. 2

      Identify compounding frequency

      Monthly (n=12), quarterly (n=4), daily (n=365).

    3. 3

      Apply formula

      (1 + r/n)^n - 1 gives the true annual rate.

    Worked Examples:

    Credit card rate

    Nominal: 36% p.a.Compounding: Monthly

    Result: EAR = 42.6%

    (1 + 0.36/12)^12 - 1 = (1.03)^12 - 1 = 42.6%. The true cost is 42.6%, not 36%!

    Frequently Asked Questions