Investment Return Calculator

What is the Investment Return Calculator – CAGR and Total Return?

The investment return calculator calculates the annual growth rate (CAGR), total return, and real value considering inflation. The calculator indicates whether the investment met expectations.

The calculator is free, works in the browser without registration, and provides results instantly. All figures are based on standard formulas; always check the rules that apply where you live.

Calculation Formula

CAGR = (Ending Value / Beginning Value)^(1/Years) − 1. Total Return % = (Ending Value − Beginning Value) / Beginning Value × 100

Enter your values in the calculator fields and press the Calculate button – the result updates immediately. You can try different values to see how changes affect the outcome.

Practical Example

You bought a $5,000 investment 7 years ago, and now it is $8,900 → CAGR = (8900/5000)^(1/7) − 1 ≈ 8.6 %/year. Total return +78 %.

This example illustrates a typical situation. Enter your own numbers into the calculator to get a personal result.

Who is the calculator intended for?

The calculator serves employees, entrepreneurs, students, and anyone who wants a clear answer without complicated formulas. All calculators on this site are free, and no registration is required.

You can always find accurate official information through relevant authorities or your employer. This calculator provides a good estimate, but official decisions are made based on calculations by authorities.

Tips and Considerations

• Compare your CAGR to a benchmark index (e.g., MSCI World 10 yr. CAGR) to assess whether you have outperformed the market.
• Be aware of survivorship bias: investments that performed well in the past do not guarantee future success.
• Calculate returns in euro amounts, not just percentages – an 8 % return on $1,000 vs. $100,000 yields very different results.