ROI (Return on Investment)
Calculate total percentage return on investment (ROI) and the annualised return over your holding period.
Open calculatorCAGR (Compound Annual Growth)
CAGR = (ending value / starting value)^(1 / years) − 1. Smooths volatile year-to-year returns into a single annualized compound growth rate.
Initial portfolio value, revenue or metric at the start of the period.
Final value at the end of the period.
Number of years between the starting and ending values.
CAGR
10.3%
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CAGR measures the growth of a single lump sum — if you added or withdrew cash along the way, use an internal rate of return (IRR/XIRR) instead.
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Educational estimate only. Not medical, tax, legal or financial advice.