ROI Calculator (Return on Investment)

Profit / loss-
ROI-
Annualized return (CAGR)-

How it works

ROI = (final value − amount invested) ÷ amount invested × 100. It measures total gain relative to cost, whatever the time span. Because a 50% return over 2 years is very different from 50% over 10 years, the annualized return (CAGR) converts it to a yearly rate: CAGR = (final ÷ invested)1 ÷ years − 1.

Example: $10,000 grows to $15,000 over 4 years. Profit is $5,000, ROI is 50% and the annualized return is about 10.7% a year.

FAQ

What is a good ROI?

It depends on the risk and the time. Broad stock markets have historically averaged roughly 7 to 10% a year before inflation, but individual years vary widely.

Does ROI include fees and taxes?

Only if you include them: add fees to the amount invested, or subtract fees and taxes from the final value, to get a net figure.

What about extra contributions along the way?

This tool assumes one amount in and one amount out. For regular deposits use the compound interest calculator or savings goal calculator.

See also: compound interest calculator · percent change calculator · margin calculator

Planning a launch? See the break-even calculator.

Also: CAGR calculator.