ROI Calculator
Calculate return on investment (ROI) and annualized return from initial and final values.
Frequently Asked Questions
What's the difference between ROI and annualized return?
ROI is the total percentage gain or loss over the holding period. Annualized return (CAGR) converts that to an equivalent yearly rate, making it easier to compare investments held for different durations.
How is CAGR calculated?
CAGR = (Final / Initial)^(1 / years) - 1. It represents the constant annual growth rate that would produce the same final value from the initial investment.
Does this account for fees or dividends?
No. If you reinvested dividends, include them in the final value. Subtract fees from the final value to see net return.