Investment Return Calculator

Calculate annualised return (CAGR) from any investment based on start value, end value, and holding period.

Part of our Finance Calculators collection.

Investment Return Calculator

Free online calculator

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Results update automatically as you type

How to Use This Calculator

  1. 1

    Enter your financial details.

  2. 2

    See projections instantly.

  3. 3

    Adjust to model different scenarios.

How This is Calculated

CAGR = (Final/Initial)^(1/years) − 1
Total Return % = (Final − Initial) / Initial × 100

Example Calculation

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Inputs

Result

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Results update as you type.

Frequently Asked Questions

How accurate are these projections?
Investment projections assume a constant return rate which never occurs in practice. Use these as planning guides, not guarantees.
Should I consult a financial advisor?
For retirement planning, a fee-only fiduciary financial advisor can provide personalised guidance accounting for your full financial picture.

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