Investment Return and CAGR Calculator

How this calculator works

Total return compares ending value with starting value. CAGR is the constant annual rate that would connect the two values over the entered period.

Change one assumption at a time to see which inputs have the greatest effect on the estimate.

Worked example

$10,000 growing to $12,100 in two years has a 10% CAGR.

Limitations

CAGR smooths volatility and does not include the timing of contributions, withdrawals, taxes, or fees. Editorial review is required before publication.

Review this educational estimate against current quotes, official information, and your own budget before making a financial decision.