Average Return Calculator

Enter start and end values to find your real return.

Return Details

$
$
yrs

Compound Annual Growth Rate (CAGR)

Total Return
Simple Average (per year)
Advertisement

CAGR explained

If $1,00,000 grows to $2,00,000 in 5 years, the total return is 100%. The CAGR of about 14.9% is the steady annual rate that compounds to the same result — much lower than 20% per year simple average, because compounding does the heavy lifting.

Average Return FAQ

Should I include dividends in the final value?
Yes. For the truest picture, add all dividends and interest received to the final value, or subtract your additional contributions, so only pure growth is measured.
What if I added money along the way?
Extra contributions inflate the final value. Use the Investment or Mutual Fund calculators for portfolios with regular contributions; this one assumes a single start value.