Investment Return Calculator
Calculate your investment returns, analyze performance, and understand your portfolio's growth over time. Track total and annualized returns.
ROI
Return on Investment
CAGR
Annualized Return
Growth
Capital Appreciation
Track
Performance
Investment Details
$
$
$
Additional money added monthly
Performance Results
Total Return
$0
+0.00% gain
Annualized Return (CAGR)
+0.00%
Per year average
Total Contributions
$0
Your money invested
Investment Performance
Final Value: $15,000
Contributions (0%)Returns (0%)
Yearly Performance
Year | Value | Return |
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Understanding Investment Returns
Total Return
The overall gain or loss on your investment, including capital appreciation and any contributions made over time.
Annualized Return (CAGR)
The compound annual growth rate - what your investment would need to earn each year to reach the final value.
Benchmarking
Compare your returns to market benchmarks like the S&P 500 (historical ~10% annually) to evaluate performance.