ROI Calculator
Simple return from an amount invested and the amount returned. Add years to see annualized ROI. For a multi-year growth rate, use the CAGR calculator.
Smart Tips
• Amount invested has to be greater than zero. Amount returned may be zero.
• Amount returned is the ending amount. Invested $1,000 that ends at $1,500 is a 50% simple return.
• Leave the holding period blank to see only the simple return. That figure is not a yearly rate.
• With a holding period, annualized ROI is (returned ÷ invested) ^ (1 ÷ years) − 1.
• For a multi-year growth rate between a start value and an end value, use the CAGR calculator.
The Formula
Annualized ROI = (Returned ÷ Invested) ^ (1 ÷ Years) − 1
One rate for the whole amount. Not a yearly rate
Ending amount, not the profit by itself
Must be greater than zero
Optional. Annualized ROI is shown only when this is filled in
Gain or loss is amount returned minus amount invested. Annualized ROI is shown only when a holding period is entered. It is the compound rate over that period. The CAGR calculator is the page for a multi-year growth rate between a start value and an end value. Fees, taxes, and deposits or withdrawals in between are not included.
Key Insights
Simple Return
ROI is one ratio for the whole amount. It does not become a yearly rate unless you enter a holding period.
Ending Amount
Amount returned is what came back, including the original investment. It is not the profit typed on its own.
Annualized ROI
Shown only with a holding period: (returned ÷ invested) ^ (1 ÷ years) − 1.
CAGR Calculator
Use the CAGR calculator for a multi-year growth rate between a start value and an end value.
Frequently Asked Questions
Note:This is a simple return: (amount returned − amount invested) ÷ amount invested. It is not a yearly rate. For a multi-year growth rate between two values, use the CAGR calculator.