Measure total return and annualized growth rate (CAGR) between two portfolio values.
Measure total return and annualized growth rate (CAGR) between two portfolio values.
Enter values above and click Calculate — results will appear here with the formula explained.
Total return tells you how much an investment grew overall, but it hides timing. A 100% gain in eight years is very different from 100% in two. The compound annual growth rate converts any multi-year outcome into the single steady rate that would produce the same result.
CAGR smooths over volatility — a fund that swings up and down still gets one clean number. It also ignores contributions and withdrawals, so it best describes buy-and-hold positions without cash flowing in or out.
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Total return tells you how much an investment grew overall, but it hides timing. A 100% gain in eight years is very different from 100% in two. The compound annual growth rate converts any multi-year outcome into the single steady rate that would produce the same result. Formula: CAGR = (End ÷ Start)^(1/years) − 1; Total return = (End − Start) ÷ Start × 100
Investment Return Calculator computes measure total return and annualized growth rate (cagr) between two portfolio values. Formula: CAGR = (End ÷ Start)^(1/years) − 1. Example: An account growing from $10,000 to $16,000 over 4 years has a total return of 60%, but a CAGR of (1.
Measure total return and annualized growth rate (CAGR) between two portfolio values. Formula: CAGR = (End ÷ Start)^(1/years) − 1; Total return = (End − Start) ÷ Start × 100
| Field | What to enter |
|---|---|
| Starting value ($) | e.g. 10000 |
| Ending value ($) | e.g. 16000 |
| Holding period (years) | e.g. 4 |
All fields use the exact formulas shown below — results include step-by-step breakdowns you can verify by hand.
Total return tells you how much an investment grew overall, but it hides timing. A 100% gain in eight years is very different from 100% in two. The compound annual growth rate converts any multi-year outcome into the single steady rate that would produce the same result.
CAGR smooths over volatility — a fund that swings up and down still gets one clean number. It also ignores contributions and withdrawals, so it best describes buy-and-hold positions without cash flowing in or out.
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An account growing from $10,000 to $16,000 over 4 years has a total return of 60%, but a CAGR of (1.6)^(1/4) − 1 ≈ 12.47% per year.
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