™How to use this calculator
Use beginning value, ending value and years to calculate total return and compound annual growth rate. Change one assumption at a time, compare the result and consider what the formula leaves out.
Performance · Core
Annualized Return Calculator
Use beginning value, ending value and years to calculate total return and compound annual growth rate.
ILLUSTRATIVE RESULTS
Dollar gain or loss$5,000.00
Total return50%
Compound annual growth rate8.45%
What this result meansConvert a multi-year result into a comparable annual rate. It translates only the assumptions entered above and cannot determine whether investments are substantially identical or provide tax advice.
Formula and assumptions
CAGR = (ending ÷ beginning)^(1 ÷ years) − 1. Results are simplified illustrations and may exclude taxes, changing rates, liquidity, spreads, market impact, assignment, broker rules or other real-world factors.
Common questions
Does this calculator use live market data?
No. Every value comes from the assumptions you enter. A ticker symbol, when shown, is only a label.
Can I make a trade based on this result?
The result is an educational illustration, not a recommendation or a complete analysis. Verify current facts, account rules, costs and risks independently.
Why might the actual result be different?
Real outcomes can be affected by execution price, spread, slippage, fees, taxes, liquidity, volatility, financing costs, corporate actions and changing market conditions.
Educational illustration only. This calculator does not use live market data and does not provide investment, trading, tax or legal advice. Verify formulas, rules, fees and product details with current primary sources and regulated providers before acting.