Toolhaus

Investment Return Calculator

Calculate total return and annualized return (CAGR) between a starting and ending value.

Enter the initial and final value of an investment and the number of years to compute both the total percentage return and the compound annual growth rate (CAGR).

Total return
50%
Annualized (CAGR)
8.45%
Gain
$5,000.00

Formula & methodology

Total return = (end − start) / start × 100. CAGR = ((end / start)^(1/years) − 1) × 100.

CAGR assumes smooth compounding over the period and ignores intermediate cash flows, fees, and taxes.

Worked example

  • $10,000 to $15,000 over 5 years → Total 50%, CAGR ≈ 8.45% — 1.5^(1/5) − 1 ≈ 0.0845.

Frequently asked questions

What is CAGR?

The compound annual growth rate is the constant yearly rate that would grow your starting value to the ending value over the period.

Does it account for deposits?

No. For regular contributions, use the compound interest calculator.

Privacy

All processing happens locally in your browser. Your data is never uploaded.

Disclaimer: Past performance does not guarantee future results. Educational use only.

Read the practical guide for this category.

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