A bank offers 5.00% on savings accounts. What is the effective annual rate if interest is compounded monthly?

1 answer

To calculate the effective annual rate (EAR) when the nominal interest rate is compounded monthly, you can use the following formula:

\[ \text{EAR} = \left(1 + \frac{r}{n}\right)^{nt} - 1 \]

Where:

  • \( r \) is the nominal interest rate (as a decimal),
  • \( n \) is the number of compounding periods per year,
  • \( t \) is the number of years.

In this case:

  • \( r = 0.05 \) (5.00% as a decimal),
  • \( n = 12 \) (monthly compounding),
  • \( t = 1 \) (we're calculating for 1 year).

Plugging in these values:

\[ \text{EAR} = \left(1 + \frac{0.05}{12}\right)^{12 \times 1} - 1 \]

First, calculate \( \frac{0.05}{12} \):

\[ \frac{0.05}{12} = 0.00416667 \]

Next, calculate \( 1 + 0.00416667 \):

\[ 1 + 0.00416667 = 1.00416667 \]

Now we raise this to the power of 12:

\[ (1.00416667)^{12} \approx 1.0511619 \]

Finally, subtract 1:

\[ \text{EAR} \approx 1.0511619 - 1 \approx 0.0511619 \]

Convert this back to a percentage:

\[ \text{EAR} \approx 0.0511619 \times 100 \approx 5.11619% \]

Thus, the effective annual rate is approximately 5.12% when rounded to two decimal places.