Investment Return Calculator
Calculate the annualized return on your investment over a specific period.
Investment Return Calculator
Calculate the annualized return on your investment over a specific period.
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years
Real-World Examples
Stock portfolio
$10,000 grew to $18,000 over 5 years
12.47% CAGR
Index fund
$50,000 grew to $85,000 over 8 years
6.87% CAGR
Common Mistakes to Avoid
Confusing total return with annualized return
Fix: Total return is the overall gain. Annualized return (CAGR) shows the yearly rate. 100% total return over 10 years is only ~7.2% per year.
Ignoring dividends and distributions
Fix: For accurate returns, include reinvested dividends, not just the price change.