Calculate investment performance and annualized return

Use date range or fixed investment length to estimate ROI and annual return metrics.
Input details
Result
Investment Period
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Gain or Loss
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Return on Investment
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Simple Annual ROI
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Compound Annual ROI
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Invested/Returned vs Profit/Loss
Invested or Returned Amount--
Profit / Loss--

Return on Investment (ROI) Formula and Instructions

Method 1: Gain or Loss

  • Gain/Loss = Amount Returned - Amount Invested
  • Positive value means profit, negative value means loss.

Method 2: Return on Investment (ROI)

  • ROI (%) = (Gain/Loss / Amount Invested) x 100
  • Shows total return relative to invested capital.

Method 3: Simple Annual ROI

  • Simple Annual ROI (%) = ROI (%) / Investment Years
  • Linear annual estimate, useful for quick comparisons.

Method 4: Compound Annual ROI (CAGR)

  • CAGR (%) = ((Amount Returned / Amount Invested)^(1 / Investment Years) - 1) x 100
  • Reflects annualized compounded growth rate over the selected period.

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