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Year 11 General Consumer Arithmetic: Loans And Investments

Compound Interest

11 practice questions 2 video lessons Theory + worked examples

Theory

Compound interest earns interest on interest: each period's interest is added to the principal, and the next period earns interest on the new (larger) total. The balance grows exponentially, not linearly. Use \(A = P\left(1 + \dfrac{r}{n}\right)^{nt}\), where \(n\) is the number of compounding periods per year. The more often it compounds, the more interest earned.

With compound interest, each period's interest is added to the principal, and the next period earns interest on the new (larger) total. This is "interest on interest" — balances grow exponentially, not linearly.

The compounding frequency (\(n\)) is how many times per year interest is added: annually (\(n=1\)), half-yearly (\(n=2\)), quarterly (\(n=4\)), monthly (\(n=12\)), or daily (\(n=365\)).

The rate \(r\) is always the annual rate as a decimal — the formula divides it by \(n\) for you. The exponent \(n \cdot t\) is the total number of compounding periods over the whole investment.

Compound depreciation is the same idea with a negative rate: \(A = P\left(1 - \dfrac{r}{100}\right)^t\), applied annually.
Compound interest grows exponentially, simple interest linearly Two curves: a straight line for simple interest and an upward bending curve for compound interest, diverging over time. Compound vs simple $ time (years) simple compound P
Compound bends upward; simple is a straight line
The compound interest formula A equals P times one plus r over n all raised to the power of n times t. The compound interest formula A = P (1 + r/n) nt A final amount P principal r annual rate (decimal) n periods per year t years Interest earned: I = A − P
Annual rate stays as r; n divides it inside

The compound interest formula:

\[ A = P \left(1 + \dfrac{r}{n}\right)^{n \cdot t} \]
A=P(1+rn)nt

Interest earned:

\[ I = A - P \]
I=AP

Compounding frequency values for \(n\):

Compounded\(n\) (per year)
Annually1
Half-yearly2
Quarterly4
Monthly12
Daily365

Compound depreciation (loses \(r\%\) annually):

\[ A = P \left(1 - \dfrac{r}{100}\right)^t \]
A=P(1r100)t
More frequent compounding means more interest. Monthly beats quarterly beats annual, even at the same headline rate.

How to calculate compound interest

  1. Convert the rate to a decimal (\(6\% \to 0.06\)).
  2. Identify \(n\) — the compounding frequency per year (annual = 1, quarterly = 4, monthly = 12).
  3. Compute the per-period rate \(r/n\) and the total number of periods \(n \cdot t\).
  4. Substitute into \(A = P(1 + r/n)^{nt}\) and evaluate.
  5. For interest only, subtract: \(I = A - P\).
Example 1 — Annual compounding
\(\$8{,}000\) is invested at \(5\%\) p.a. compounded annually for \(4\) years. Find the final value.
Solution

\(n = 1\), so \(r/n = 0.05\) and \(n \cdot t = 4\).

\(A\)\(=\)\(8{,}000 \times 1.05^4\)
\(A\)\(=\)\(8{,}000 \times 1.21551\)
\(A\)\(=\)\(\$9{,}724.05\)
A=9724.05

The final value is \(\textbf{\$9{,}724.05}\).

Example 2 — Quarterly compounding
\(\$10{,}000\) is invested at \(4\%\) p.a. compounded quarterly for \(3\) years. Find the interest earned.
Solution

\(n = 4\), so \(r/n = 0.01\) and \(n \cdot t = 12\).

\(A\)\(=\)\(10{,}000 \times 1.01^{12}\)
\(A\)\(=\)\(10{,}000 \times 1.12683\)
\(A\)\(=\)\(11{,}268.25\)
\(I\)\(=\)\(11{,}268.25 - 10{,}000\)
\(I\)\(=\)\(\$1{,}268.25\)
I=1268.25

The interest earned is \(\textbf{\$1{,}268.25}\).

Example 3 — Monthly compounding
\(\$5{,}000\) is invested at \(6\%\) p.a. compounded monthly for \(5\) years. Find the final value.
Solution

\(n = 12\), so \(r/n = 0.005\) and \(n \cdot t = 60\).

\(A\)\(=\)\(5{,}000 \times 1.005^{60}\)
\(A\)\(=\)\(5{,}000 \times 1.34885\)
\(A\)\(=\)\(\$6{,}744.25\)
A=6744.25

The final value is \(\textbf{\$6{,}744.25}\).

Example 4 — Compound depreciation
A car worth \(\$25{,}000\) depreciates at \(15\%\) per year. Find its value after \(3\) years.
Solution

Each year multiplies value by \(0.85\); over \(3\) years that's \(0.85^3\).

\(A\)\(=\)\(25{,}000 \times 0.85^3\)
\(A\)\(=\)\(25{,}000 \times 0.614125\)
\(A\)\(=\)\(\$15{,}353.13\)
A=15353.13

After \(3\) years the car is worth \(\textbf{\$15{,}353.13}\).

Common pitfalls

Pre-dividing the rate. The formula divides \(r\) by \(n\) for you. If you substitute the monthly rate (\(r/12\)) for \(r\), you'll divide twice and get a tiny answer. Always use the annual rate.
Wrong exponent. The exponent is \(n \cdot t\), the total number of periods. For \(5\) years compounded monthly, that's \(12 \times 5 = 60\), not \(5\) or \(12\).
Confusing \(I\) and \(A\). The formula gives \(A\) directly. To find the interest only, subtract the principal: \(I = A - P\).
Using simple interest by mistake. "Interest paid yearly" doesn't necessarily mean simple — read carefully. If interest stays in the account and earns more interest, it's compound.

Frequently asked questions

What is compound interest?

Interest calculated on both the original principal and any interest already earned. The balance grows exponentially because each period's interest earns interest itself.

What is the compound interest formula?

\(A = P\left(1 + \dfrac{r}{n}\right)^{nt}\), where \(P\) is the principal, \(r\) is the annual rate as a decimal, \(n\) is the number of compounding periods per year, and \(t\) is time in years.

What does "compounded quarterly" mean?

Interest is added \(4\) times per year, so \(n = 4\). For \(3\) years compounded quarterly, the total number of periods is \(12\).

Why does compounding more often give more interest?

Because new interest is added back into the balance sooner and starts earning interest itself sooner. Monthly beats quarterly beats annual, at the same headline rate.

What is the difference between simple and compound interest?

Simple interest is only on the original principal — the balance grows in a straight line. Compound interest is on principal plus accumulated interest — the balance grows exponentially.

How do you calculate compound depreciation?

\(A = P\left(1 - \dfrac{r}{100}\right)^t\). It's compound interest with a negative rate, applied annually.

Video Lessons

  • Rearranging the Simple Interest Formula Watch
  • Compound Interest - GCSE Maths Watch

Practice Questions

11 questions available.

Practice Questions