Enter your initial investment, final value and the number of years held. The calculator instantly shows total gain, CAGR and a year-by-year value table.
CAGR uses the formula (End Value / Start Value) ^ (1 / years) − 1. It smooths uneven yearly returns into one constant annual growth rate.
Total return is the overall percentage gain across the whole period, while CAGR expresses that same growth as an equivalent annual rate for easy comparison.
No. Returns are estimates based on the numbers you enter and assume steady growth. Actual market returns vary year to year. This is not financial advice.
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