Topic 1.8 · AA Standard Level

A sum of positive numbers that comes out negative

2 + 6 + 18 + 54 + … Put a = 2 and r = 3 into a/(1 − r) and it returns −1. Every term of that series is positive, so −1 is not a sum of it. The condition |r| < 1 is not decoration.

r = 0.6
5.00what a/(1 − r) returns
4.97the tenth partial sum
a real sumverdict

The dots are the partial sums. The line is what the formula claims. They only belong together in the first view.

Where the formula comes from

The sum of n terms, which you already have from 1.3, is

Sn = a(1 − rn) / (1 − r)

and everything turns on the rn. If |r| < 1 then rn shrinks to nothing as n grows: 0.610 is 0.006, and 0.650 is about eight trillionths. So the bracket closes on 1 and

S∞ = a / (1 − r)

That is the whole derivation, and it is worth being able to say, because it tells you exactly when the formula is allowed to exist: only when rn dies.

If |r| ≥ 1 the term rn does not die, so there is nothing to drop and no sum to find. The expression a/(1 − r) still evaluates, because arithmetic does not know what it is being asked. With a = 2 and r = 3 it returns −1, and the partial sums are 2, 8, 26, 80, and 59,048 by the tenth term. Nothing about −1 is a summary of those.

nr = 0.6: Snr = 3: Sn
12.002
23.208
33.9226
44.3580
54.61242
104.9759 048
∞5.00no sum exists

Read the left column: the partial sums rise, slow down, and settle. They never reach 5, and 5 is the number they are heading for, which is the only honest meaning of an infinite sum. The right column does not settle on anything.

Reading the condition properly

|r| < 1 means r lies strictly between −1 and 1. So:

  1. r = 0.6: converges. S∞ = 2/0.4 = 5.
  2. r = −0.6: also converges, because |−0.6| = 0.6. S∞ = 2/1.6 = 1.25, and the terms alternate in sign, so the partial sums close in from both sides.
  3. r = 1: the denominator is 0. The series is 2 + 2 + 2 + … and it has no sum, which the division by zero is at least honest about.
  4. r = −1: the series is 2 − 2 + 2 − 2 + … and the partial sums flip between 2 and 0 for ever. The formula returns 1, which is neither.
  5. r = 3: −1, which is the headline above.

The negative cases are the ones to be careful with. A negative r can still converge, and a student who tests r > 0 instead of |r| < 1 will throw away a perfectly good series.

Two things this is for

Working backwards. A geometric series has first term 5 and sums to 20. Then

5/(1 − r) = 20, so 1 − r = 0.25, so r = 0.75

and 0.75 passes the test, so the answer stands. Always check the r you find against |r| < 1: a question can be built so that the algebra returns an r that the series cannot have.

Recurring decimals. 0.999… is the geometric series 0.9 + 0.09 + 0.009 + … with a = 0.9 and r = 0.1, so

S∞ = 0.9/0.9 = 1

exactly, not nearly. The two notations name the same number, and this is the shortest honest proof of it.

On the GDC: watching a series settle

The formula is one keystroke, so the machine's real use is tabulating the partial sums. Seeing them approach a value, or run away from one, is what turns the condition from a rule into something you can check.

When you may use it. Analysis Paper 1 is non-calculator, and these answers are usually exact anyway: 2/0.4 is 5 and 0.9/0.9 is 1. Paper 2 allows the calculator and is where a tabulation is worth the time.

TI-Nspire CX II

  1. A Lists & Spreadsheet page, with n in column A: menu → Data → Generate Sequence, from 1 to 12
  2. In column B's formula cell, =2*(1-0.6^a[])/0.4. The partial sums appear as 2, 3.2, 3.92 and so on Use the x² key or the right arrow to leave the exponent: typing ^ opens a superscript box and everything after it stays inside.
  3. Change the 0.6 to a 3 and watch the same column reach 59048 by row 10
  4. The sum itself is just 2/(1-0.6) on a Calculator page: 5

Casio fx-CG50

  1. MENU → Table, and enter Y1=2(1-0.6^X)/0.4
  2. F5 SET to put the table range from 1 to 12 in steps of 1, then F6 TABL
  3. Scroll down the column. With 0.6 it settles near 5; swap the 0.6 for a 3 and it does not
  4. MENU → Recursion also does this and is more work for the same answer

The mark people lose. Using the formula without checking |r| < 1. It is one inequality and it is often a mark in its own right on a "find the sum to infinity" question, because the examiner wants to see that you know when the formula applies. The other half of the same trap is testing r > 0: r = −0.6 converges perfectly well, to 1.25, and rejecting it loses the whole question.

Your turn

1. A geometric series has a = 2 and r = 0.6. Find the sum to infinity.

2. For the same series, find the tenth partial sum, to 2 decimal places.

3. A series has first term 5 and sum to infinity 20. Find r.

4. Put a = 2 and r = 3 into a/(1 − r). What number comes out?

5. So what does that −1 mean?

Question 5. What does the answer of minus 1 mean?
Where the marks go

1 markThe condition |r| < 1, checked or stated.

1 markThe formula, with a and r in the right places.

1 markThe answer, exact where it can be.

On a "for which values of r does this converge" question the inequality is the answer, and writing −1 < r < 1 earns it while r < 1 does not.

Want a verdict on your own draft?

These pages are free and stay free, but they are general and your IA is not. Send me your research question, or whatever exists so far, and I will tell you in writing whether the topic has a ceiling on it, where the marks are going, and what to change first. That costs nothing and it comes back within 24 hours.

Written by a serving IB Diploma and Career-related Programme Coordinator and Head of Mathematics, who reads internal assessments across every subject group every year. If you then want the whole draft reviewed properly against all five criteria, that is the paid one, and it is refunded if it does not name at least three specific things to fix.

Send me your question, free

Already have a full draft? Have the whole thing reviewed against all five criteria, $99.