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Investment Return Calculator
Calculate your investment returns including total return, ROI, and CAGR (Compound Annual Growth Rate). Track performance with dividends, additional investments, and withdrawals.
Accurate Results
Works Worldwide
Instant Calculations
£
£
Optional adjustments:
£
£
£
Invested
£10,000
Current Value
£15,000
Total Return
£5,000
+50.00%
CAGR
+8.45%
per year
Simple Annual
+10.00%
per year
Return Metrics Explained
Total Return
Overall profit/loss including dividends
CAGR
Compound Annual Growth Rate - accounts for compounding
Simple Annual
Total return divided by years - doesn't compound
How This Calculator Works
This calculator provides several return metrics: Total Return = (Final Value + Dividends - Cost) / Cost × 100 CAGR = [(Final Value / Initial Value)^(1/years) - 1] × 100 CAGR (Compound Annual Growth Rate) is the most useful metric for comparing investments over different time periods as it accounts for compounding. ROI (Return on Investment) is the total percentage gain or loss relative to your invested amount.
Frequently Asked Questions
Financial Tools
Quick Facts
S&P 500 avg CAGR~10%/year
FTSE 100 avg CAGR~7%/year
UK Inflation avg~2-3%/year
Savings account~4-5%/year
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