ROI & CAGR Calculator
Calculate return on investment and compound annual growth rate.
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years
Enter initial and final values to calculate ROI and CAGR
Calculate Return on Investment (ROI) and Compound Annual Growth Rate (CAGR) for any investment. Enter the initial value, final value, and optionally the holding period to get both metrics instantly alongside a performance band reference.
Key Features
ROI and CAGR together
Both metrics are computed from the same inputs whenever a time period is provided. ROI shows total percentage gain; CAGR normalises that gain to an annual rate accounting for compounding.
Performance band reference
A colour-coded band (Poor / Low / Average / Good / Great) contextualises your ROI percentage relative to typical investment expectations.
Gain / loss amount
Shows the absolute dollar gain or loss alongside the percentage metrics, so you always see both the relative and absolute impact.
Mode toggle
Switch between ROI Calculator and CAGR Calculator views to focus on the metric most relevant to your analysis. Both modes use the same input fields.
How to Use
- 1Enter the initial investment amount.
- 2Enter the final value of the investment.
- 3For CAGR, also enter the investment period in years (decimals accepted for partial years).
- 4ROI is shown immediately. CAGR appears once a time period is provided.