ROI Calculator

Calculate your Return on Investment (ROI) to measure the profitability of your investments. Compare simple ROI, annualized returns (CAGR), and adjust for inflation to see real returns.

Investment Details

Enter Investment Details

Fill in your investment information and click "Calculate ROI" to see your returns.

ROI Formulas

Simple ROI

ROI = ((Final Value - Initial Value) / Initial Value) × 100

Example: ($15,000 - $10,000) / $10,000 × 100 = 50%

Annualized ROI (CAGR)

CAGR = ((Final / Initial)^(1/Years) - 1) × 100

Example: ($15,000 / $10,000)^(1/5) - 1 = 8.45%/year

Understanding ROI

Return on Investment (ROI) is a fundamental metric for measuring the profitability of an investment. It shows the percentage gain or loss relative to the initial investment, helping you evaluate and compare different investment opportunities.

Simple ROI vs CAGR

Simple ROI

  • • Total return over entire period
  • • Doesn't account for time
  • • Good for single-period investments
  • • Can be misleading for long-term comparisons

CAGR (Annualized)

  • • Average return per year
  • • Accounts for compounding
  • • Better for comparing investments of different durations
  • • Standard measure for long-term performance

Example: Why CAGR Matters

Compare two investments that both turned $10,000 into $20,000 (100% simple ROI):

Investment A: 3 years
CAGR: 26%/year
Investment B: 10 years
CAGR: 7.2%/year

Investment A achieved the same total return in less time, making it the better investment when comparing on an annual basis.

Inflation and Real Returns

A 10% nominal return doesn't mean you're 10% wealthier if inflation was 8%. Real return = Nominal return - Inflation. Always consider inflation-adjusted returns when evaluating long-term investments, especially for retirement planning.

Disclaimer

This calculator provides estimates for educational purposes. Past performance does not guarantee future results. Investment returns can vary and may include risk of loss. Consider consulting a financial advisor for personalized investment advice.

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