Annualized Return Calculator

Calculate the annualized return (CAGR) of your investments.

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Important Financial Disclaimer

This calculator provides estimates based on standard financial formulas from verified references. Results are for informational and educational purposes only and should not be considered as professional financial, investment, or tax advice.

For important financial decisions such as loans, investments, mortgages, retirement planning, or tax matters, please consult with qualified financial advisors, certified financial planners, or licensed tax professionals who can review your specific situation.

Calculations may not account for all variables specific to your circumstances, local regulations, or current market conditions. Always verify results and consult professionals before making financial commitments.

Not a substitute for professional financial advice

Investment Details

$
$

Investment Period

years
months
$

Annualized Return

+15.73%

Over 3.0 years

Total Return
$5,500
CAGR
+14.47%
Capital Appreciation
$5,000
Dividend Income
$500

Return Comparison

Annualized Return (with dividends)+15.73%
CAGR (price only)+14.47%
Simple Annual Return+18.33%

Return Breakdown

Capital Gains: $5,000Dividends: $500

CAGR (Compound Annual Growth Rate) shows the smoothed annual return assuming steady growth. It's useful for comparing investments with different time horizons.

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