Compound Annual Growth Rate is the rate at which an investment would have grown if it grew at the same rate every year. It's the geometric mean annual return.

What's the difference between total return and CAGR?

Total return is the overall percentage gain (e.g. 80% over 10 years). CAGR is the smoothed per-year rate that would produce that total (e.g. 6.05% per year).

Does this account for taxes or inflation?

No. The results are nominal (pre-tax, pre-inflation). To adjust for inflation, subtract the annual inflation rate from your annual return.

Is my data stored anywhere?

No. All calculations happen in your browser.

INVESTMENT RETURN CALCULATOR

Calculate total return, CAGR, and profit from an investment — enter the final value you have, or project from an expected annual return. Everything runs in your browser.

Investment Details

Initial Investment ($)

Final Value ($)

Time Period (years)

Total Return+80.00%

CAGR12.47%Compound Annual Growth Rate

Net Profit+$8,000.00

Starting with $10,000.00, growing to $18,000.00 over 5 years is a 12.47% CAGR.

How to calculate investment return

1
Choose a mode: enter the final value if you know it, or an expected annual return rate.
2
Enter your initial investment amount and the time period in years.
3
Read the total return %, CAGR, and profit or loss.

Questions

What is CAGR?: Compound Annual Growth Rate is the rate at which an investment would have grown if it grew at the same rate every year. It's the geometric mean annual return.
What's the difference between total return and CAGR?: Total return is the overall percentage gain (e.g. 80% over 10 years). CAGR is the smoothed per-year rate that would produce that total (e.g. 6.05% per year).
Does this account for taxes or inflation?: No. The results are nominal (pre-tax, pre-inflation). To adjust for inflation, subtract the annual inflation rate from your annual return.
Is my data stored anywhere?: No. All calculations happen in your browser.