ROI
Gain over cost, and an annualised rate if you enter the years.
Open a calculatorCAGR
CAGR is (end / start)^(1 / years) − 1. Fees, deposits in the middle and a bad year are flattened into one rate. Not a forecast.
Value at the start of the period — e.g. portfolio balance or investment valuation.
Value at the start of the period — e.g. portfolio balance or investment valuation.Value at the end — after growth or loss; fees are not subtracted.
Value at the end — after growth or loss; fees are not subtracted.Full years between start and end — one smoothed yearly rate from both figures.
Full years between start and end — one smoothed yearly rate from both figures.CAGR
10.3%
CAGR: 10.3%
A lump that sat unused and a SIP that you added to are not the same CAGR.
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An educational estimate. Not medical, tax or credit advice.