Annualized Return Calculator
Calculate the annualized return (CAGR) of your investments.
Investment Details
$
$
Investment Period
years
months
$
Annualized Return
+15.73%
Over 3.0 years
Total Return
$5,500
CAGR
+14.47%
Capital Appreciation
$5,000
Dividend Income
$500
Return Comparison
Annualized Return (with dividends)+15.73%
CAGR (price only)+14.47%
Simple Annual Return+18.33%
Return Breakdown
Capital Gains: $5,000Dividends: $500
CAGR (Compound Annual Growth Rate) shows the smoothed annual return assuming steady growth. It's useful for comparing investments with different time horizons.