📊 Investment Performance Metrics
ROI & CAGR Calculator
Calculate Return on Investment, annualized growth rate (CAGR), and net profit from any investment.
Quick Scenarios:
$10k → $15k (3yr)
$5k → $12.5k (5yr)
$50k → $65k (2yr)
$1k → $950 (1yr, Loss)
Return on Investment (ROI)
50.00%
CAGR (Annualized)
14.47%
Net Profit / Loss
$5,000.00
Gain Multiple
1.50×
Investment Return Formulas Explained
- ROI (%): $\text{ROI} = \frac{\text{Final Value} - \text{Initial Investment}}{\text{Initial Investment}} \times 100$
- CAGR (%): $\text{CAGR} = \left(\frac{\text{Final Value}}{\text{Initial Investment}}\right)^{1/n} - 1$ where $n$ = number of years
- Gain Multiple: $\text{Multiple} = \frac{\text{Final Value}}{\text{Initial Investment}}$ (e.g. 2.0× means your money doubled)
CAGR vs. ROI: ROI tells you the total percentage return. CAGR normalizes it to an annual rate, letting you compare investments of different durations on equal footing. A 100% ROI over 10 years is only ~7.2% CAGR, while 100% over 2 years is ~41.4% CAGR.