Annual Rate of Return Calculator
Annual Rate of Return Calculator
Calculate the annualized return (CAGR) or required rate, including contributions. Generate charts and export results as needed.
Enter your investment details
Provide the starting amount, target final value, investment period, and any recurring contributions.
Select the calculation mode
Choose CAGR to view the annualized return, or Solve Rate to determine the required return for your planned contributions.
Review and export your results
Instantly view growth charts and schedules, then export to PDF or Excel for easy sharing or recordkeeping.
Frequently Asked Questions
- How is the annualized return (CAGR) different from a simple return?
A simple return only measures the overall gain or loss between the start and end values. The annualized return (CAGR) instead shows the average yearly growth rate, taking compounding into account, which makes it a more accurate measure for long-term investments.
- Can I include contributions and inflation in the calculation?
Yes. The calculator enables you to add recurring monthly or annual contributions and adjust the results for inflation. This makes the output more realistic and tailored to your specific investment scenario.
- What is the Annual Rate of Return Calculator used for?
The Annual Rate of Return Calculator enables investors to assess investment growth over time. It calculates the annualized return (CAGR) from initial and final values, or determines the required rate of return when periodic contributions are taken into account.
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