Investment Calculators

Investment return.

Calculate total return, ROI, and the compound annual growth rate (CAGR) for any investment held over any time period.

Inputs

$
$
years

Your return

Fill the form and press Calculate.

Total return vs CAGR

Total return is the dollar gain or loss over the whole holding period. CAGR is the smoothed yearly rate that would produce the same final value if growth had been constant. Use CAGR to compare investments held for different time periods on equal footing.

Disclaimer

Educational only. Actual investment returns will vary based on market conditions, fees, and taxes. Past performance does not guarantee future results.