Investment Return Calculator - ROI & CAGR
Calculate your total return on investment, annualized return (CAGR), and total gains. Simple inputs, instant results.
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Frequently Asked Questions
How does the Investment Return Calculator work?
Total ROI is calculated as (final - initial) / initial * 100. CAGR uses the formula (final/initial)^(1/years) - 1, which finds the constant annual growth rate that would produce the same result over the holding period. The tool derives the time period from your start and end dates and computes both metrics from your initial and final values.
What is the difference between ROI and CAGR?
ROI (Return on Investment) is the total percentage gain or loss. CAGR (Compound Annual Growth Rate) is the equivalent annual return if the investment had grown at a steady rate each year. CAGR is better for comparing investments held for different time periods.
How do I calculate investment return?
Enter your initial investment amount, the current or final value, and the time period. The tool calculates total return, annualized return (CAGR), and total dollar gain or loss.
Does it account for dividends or additional investments?
Enter the total final value including reinvested dividends. For additional investments made over time, the simple ROI calculation may not fully capture the effect -- use CAGR for a better annualized comparison.