Calculate the total return on investment, net monetary gain, compound annualized ROI (CAGR), and holding duration across custom calendar dates or investment lengths.
• Amount Invested: The initial principal capital expenditure or acquisition cost.
• Amount Returned: The final gross liquidation value, portfolio balance, or proceeds collected upon exit.
• Holding Duration: Specify either exact calendar dates or total years, months, and days to calculate the compound Annualized ROI (CAGR).
+100.00%
Investment Gain: +$1,000.00| Line Item | Value |
|---|---|
| Investment Gain | +$1,000.00 |
| Total ROI | +100.00% |
| Annualized ROI (CAGR) | +17.31% |
| Investment Length | 4.342 years (1586 days) |
Return on Investment (ROI) is one of the most widely used profitability ratios across finance, business ventures, and personal portfolio management. Understanding how holding duration impacts compound annual returns is essential for accurate comparison.
Calculates the unadjusted percentage gain or loss over the entire investment holding period, regardless of how many years it took to achieve.
Standardizes performance on a per-year basis to allow fair comparison between an asset held for 6 months versus one held for 5 years.
A 100% simple return sounds spectacular, but achieving 100% in 1 year represents a 100% annualized return, whereas taking 10 years to achieve 100% represents only a 7.18% annual return.
Project long-term compound growth and periodic contributions.
Compare arithmetic, geometric CAGR, and periodic returns.
Calculate Internal Rate of Return for fixed and uneven cash flows.
Calculate profit margin, markup, gross profit, and revenue.