Investment Return Calculator
Calculate profit or loss and annualized return for a single investment with no additional contributions.
Value comparison
Assumes one initial investment with no additional deposits, withdrawals, fees, taxes or separately paid dividends. CAGR is a geometric annualized return, not a forecast.
How investment return is calculated
The calculator compares your starting and final amounts and shows the profit, the total growth in percent and the compound annual growth rate (CAGR): the constant yearly rate at which the starting amount would have grown to the final amount over your period, (final / start)^(1/years) − 1. It suits a single investment without additional deposits or withdrawals.
Frequently asked questions
How is CAGR different from a simple average?
A simple average adds up the yearly returns and divides by the number of years, while CAGR accounts for compounding. When a portfolio rises and falls, CAGR is usually lower than the simple average.
Can I include regular contributions?
No, only one starting amount is used here. For regular contributions use the compound interest calculator or the regular investment calculator.
What if the final amount is lower than the starting amount?
Profit and CAGR will be negative: an ordinary loss over the chosen period.
This information is general and educational and is not investment advice.