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Financial

Investment Return Calculator

Compute annualized return (CAGR) and total gain for an investment.

Inputs

Investment Return Calculator

$
$
years

Result

Annualized return (CAGR)

13.09%

Total return
85.00%
Gain / loss
$8,500.00

How it's calculated

CAGR = (V₁/V₀)^(1/t) − 1

Total return vs. annualized (CAGR)

Total return is the raw percentage gain from start to finish. Annualized return (CAGR) smooths that gain into an equivalent yearly rate so you can compare investments of different durations fairly. A 50% total return over 3 years is roughly 14.5% per year; over 10 years it's only 4.1%.

Project future growth with the Compound Interest Calculator, or adjust for purchasing-power loss with the Inflation Calculator.

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