This calculator computes your total return percentage, compound annual growth rate (CAGR), and profit in dollars for any investment. CAGR is the most meaningful way to compare returns across different time periods because it accounts for the effect of compounding over the full holding period.
Enter Your Measurements
Results
Total Return
50.00
%
CAGR (Annualized Return)
8.45
%
Profit / Loss
5,000.00
$
Formula
How to Use This Calculator
How to Use
- 1
Enter your initial investment amount.
- 2
Enter the final value of your investment today.
- 3
Enter how many years you held the investment.
- 4
Review your total return, annualized CAGR, and profit in dollars.
Frequently Asked Questions
Frequently Asked Questions
What is CAGR and why is it better than simple return?
Does this calculator account for dividends?
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About This Calculator
This calculator uses the formula: Total Return = (Final Value − Initial Investment) / Initial Investment × 100 CAGR = (Final Value / Initial Investment)^(1/Years) − 1. All calculations follow industry-standard methods. Results are estimates — always verify with a licensed professional for structural or code-compliant work.
Built and maintained by the CalcSmart team. Last updated March 2026.
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