FinoMath

Investment Return Calculator

Calculate the total and annualized return on an investment over a holding period.

$
$

Total return

50.00%

Gain of $5,000

Annualized return (CAGR)

14.47%

Frequently Asked Questions

What is the difference between total return and annualized return?

Total return is the overall percentage gain over the entire holding period. Annualized return (CAGR) smooths that gain into an equivalent constant yearly rate, making it easier to compare investments held for different lengths of time.