Calculate your total and annualized return (CAGR) for any investment.
| Period | Nominal Return | Real Return (after inflation) | $10K Grew To |
|---|---|---|---|
| Last 5 Years | ~14.5%/yr | ~11%/yr | $19,780 |
| Last 10 Years | ~12.5%/yr | ~9.5%/yr | $32,473 |
| Last 20 Years | ~10.2%/yr | ~7.5%/yr | $70,400 |
| Last 30 Years | ~10.7%/yr | ~8.0%/yr | $218,289 |
Note: Past performance does not guarantee future results. Returns include dividends reinvested.
CAGR (Compound Annual Growth Rate) is the rate of return that would be required for an investment to grow from its beginning balance to its ending balance, assuming profits were reinvested. The formula is:
CAGR = (End Value / Start Value)^(1/years) - 1
CAGR is useful because it "smooths out" the volatility of year-to-year returns to give you a single growth rate. It's the best single number for comparing different investment performances over different time periods.