Models & Tools
Investment Return / CAGR
Translate a beginning and ending investment value into a comparable annualized return.
Example inputs — replace with your own
Compound annual growth rate
14.87%
Total return
100.00%
Absolute gain / loss
$10,000.00
How this works / Assumptions
CAGR = (ending value / beginning value)^(1 / years) − 1 Total return = ending value / beginning value − 1
CAGR is a smoothed geometric annual return, not a record of actual annual performance. This model assumes no intermediate deposits, withdrawals, taxes, or fees. Values are nominal and exclude inflation. The chart shows a hypothetical constant-rate path; a zero ending value implies a total loss, not a forecast of when that loss occurred.
Educational tool. Results are estimates based on your inputs and do not constitute financial advice.