CAGR Calculator

Measure the smoothed annualized return of an investment over a specific time period.

Checking status...

About CAGR Calculator

Evaluate the average annual growth rate of your investments over time. The Compound Annual Growth Rate (CAGR) provides a smoothed representation of returns, making it easier to compare different assets on an apples-to-apples basis.

How to Use

  1. Input the 'Initial Investment Amount' at the start of the period.
  2. Input the 'Final Investment Value' or current valuation.
  3. Enter the exact number of 'Years' between the two dates.
  4. Review the 'Annual Growth Rate' and the visualized smooth growth curve.

Common Use Cases

  • Comparing the performance of different mutual funds or stocks.
  • Forecasting future business growth based on historical data.
  • Evaluating the return on a startup investment or real estate asset.

Technical Details

Uses the geometric mean formula: ((FV / IV) ^ (1 / n)) - 1. This method accounts for the compounding effect over time.

Formula

((Final Value / Initial Value) ^ (1 / Number of Years)) - 1

Frequently Asked Questions

What is a good CAGR?
A 'good' CAGR depends on the asset class and time period. Historically, the S&P 500 has had a CAGR of around 7-10% adjusted for inflation.
Does CAGR include volatility?
No, CAGR smoothes out volatility to show what the annual return would have been if the investment grew at a steady rate.

100% Private & Secure

This tool runs entirely in your browser using client-side technology. Your files and data are never sent to a server, ensuring 100% privacy and speed.