Stocks calculator
CAGR / Annualized Return Calculator
Use this free CAGR / Annualized Return Calculator to work out CAGR from beginning value, ending value, and years, with instant result cards and the exact formula shown below.
Results
Annualized return summary
FormulaView calculation method
CAGR
((Ending value / Beginning value) ^ (1 / Years) - 1) x 100Total return
((Ending value - Beginning value) / Beginning value) x 100GuideHow to use this calculator
Step 1
Enter the stock market values from your broker, fund statement, exchange, or research source.Step 2
Click Calculate result to update the output cards, then review the formula section for how the result is derived.Tip
For more planning tools, return to the related calculator links or the main calculator category page.Continue from here
When to use this calculator
Use this calculator to compare annualized stock or portfolio returns over different holding periods. CAGR smooths total growth into an annual rate.
How to interpret the result
CAGR is not the actual return earned each year. It is a smoothed annualized rate that connects beginning value to ending value over time.
Common mistakes to avoid
Do not use CAGR alone for risk analysis. Combine it with drawdown, volatility, and consistency metrics when comparing investments.
FAQ
Frequently asked questions
What is the CAGR / Annualized Return Calculator used for?
The CAGR / Annualized Return Calculator is a free stocks calculator that works out cagr from beginning value, ending value, and years. Enter your own figures to get an instant result with the formula shown on the page.
What formula does the CAGR / Annualized Return Calculator use?
It calculates CAGR = ((Ending value / Beginning value) ^ (1 / Years) - 1) x 100 and Total return = ((Ending value - Beginning value) / Beginning value) x 100. The tool reports cagr, total gain, total return, and holding period.
Where do I get the numbers for the CAGR / Annualized Return Calculator?
Take beginning value, ending value, and years from your broker statement or exchange. The CAGR / Annualized Return Calculator never fetches live market data, so the output depends only on the values you type in.
Are the CAGR / Annualized Return Calculator results financial advice?
No. The CAGR / Annualized Return Calculator is an educational tool. Treat cagr as an estimate, re-check your inputs, and confirm important investment decisions with a qualified professional.
Can I use the CAGR / Annualized Return Calculator with any currency or market?
Yes. Keep beginning value, ending value, and years in the same currency and consistent units, and the CAGR / Annualized Return Calculator applies the same calculation to any market.