How to use Investment Return Calculator
- Enter the amount invested and the final value.
- Optional: enter how many years you held the investment.
- Read the ROI, the profit or loss and, if you added the time, the annualised return.
About this tool
ROI (return on investment) is (final value − amount invested) ÷ amount invested, shown as a percentage. The annualised return, also called CAGR, is the steady yearly rate that would turn the starting amount into the final value over that time: (final ÷ invested)1 ÷ years − 1.
The numbers do not include fees, tax, dividends paid out separately or extra deposits. Past performance does not predict future results. This is an estimate for planning only, not financial advice. Check real figures with your bank or lender.
Privacy: This tool runs in your browser. What you type or choose is not sent to a server by this website.
Common questions
Can the return be negative?
Yes. If the final value is lower than what you invested, the ROI and the annualised return are negative.
Why use annualised return?
It lets you compare investments held for different lengths of time.