Finance Tools

Investment ReturnCalculator

Calculate your investment returns including ROI, annualized rate of return, and compare performance against benchmarks.

Investment Performance

Return Analysis

Total ROI50%
Annualized Return8.45%CAGR

Investment Summary

Initial Investment$10,000
Total Contributed$0
Final Value$15,000
Gain/Loss$5,000
PerformanceGood

ROI Formula

ROI = (Gain / Cost) × 100
CAGR = (End/Start)^(1/years) - 1

Benchmark Returns

  • S&P 500: ~10% annually
  • Bonds: ~4-5% annually
  • Savings: ~0.5-4% annually
  • Inflation: ~2-3% annually

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