Finance & Business
Investment Return Calculator
Total return tells you what happened; annualised return (CAGR) tells you the rate — the second is what makes different holding periods comparable.
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$
$
- Annualised return (CAGR)
- +13%
- Total return
- +65%
- Total gain
- $6,500
How it works
- 1Enter initial investment and current value
- 2Set the holding period
- 3See both total and annualised return
Who this is for
- Comparing returns across investments with different holding periods
- Reporting performance to stakeholders
- Sanity-checking a portfolio statement
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