Investment Return Calculator
Calculate total return, CAGR, and profit from an investment’s starting and ending value over time.
Total money added during the hold period
Result
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Enter initial and final values, then click Calculate.
Total return measures overall gain after contributions. CAGR annualizes growth between starting and ending values over the hold period.
Initial cost basis and current or exit portfolio value.
Years held drives CAGR.
Optional DCA, dividends, inflation, and tax rate.
Compare overall % gain with the annualized equivalent.
No additional contributions.
80% total return, about 12.5% CAGR.
Ignoring contributions
Fix: Add money deposited during the period so gain is not overstated.
Comparing only total return
Fix: Use CAGR when hold periods differ.
Calculate total return, CAGR, and profit from an investment’s starting and ending value over time.
Total money added during the hold period
Result
—
Enter initial and final values, then click Calculate.