Return on Investment Calculator

Calculate total ROI, annualized return (CAGR), and total gain/loss

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Total ROI

About the ROI Calculator

A Return on Investment (ROI) calculator measures the profitability of an investment by comparing the gain or loss relative to the amount invested. It calculates total ROI, annualized return (CAGR), and total gain or loss, giving you a complete picture of investment performance.

ROI is one of the most widely used financial metrics because of its simplicity and versatility. Whether you are evaluating a stock investment, a real estate purchase, or a business project, ROI helps you quantify the efficiency of your capital allocation in clear percentage terms.

Use this calculator to analyze any investment by entering your initial outlay, final value, time period, and any additional contributions. The tool provides both total ROI and annualized CAGR, allowing you to compare investments with different time horizons on an equal footing.

How to Use This Calculator

  1. Enter your initial investment amount and the final value of the investment.
  2. Input the time period in years and any additional annual contributions made.
  3. Click Calculate to see total ROI, annualized CAGR, and a detailed breakdown.

The Formula

Total ROI is the net gain divided by the total amount invested, expressed as a percentage. The annualized ROI (CAGR) shows the geometric average annual return over the investment period.

ROI = (Final Value - Total Invested) / Total Invested × 100%   CAGR = (FV / PV)^(1/n) - 1

Frequently Asked Questions

What is a good ROI?

A good ROI depends on the investment's risk level and time horizon. Generally, an annualized ROI of 7-10% is considered solid for stock market investments, while lower-risk investments may yield 3-5%.

What is the difference between ROI and CAGR?

ROI measures the total percentage return over the entire investment period, while CAGR annualizes the return to show the average yearly growth rate. CAGR is more useful for comparing investments of different durations.

Can ROI be negative?

Yes, ROI can be negative when the final value of an investment is less than the total amount invested. A negative ROI indicates a loss on the investment and is shown in red in our calculator results.

How do additional contributions affect ROI calculation?

Additional contributions increase your total cost basis, which lowers the ROI percentage for a given final value. This calculator accounts for all contributions to give you an accurate picture of your true return on total capital deployed.

What is a good ROI for real estate investments?

Real estate investors typically target ROI of 8-12% annually for rental properties, though this varies by market. Factors like leverage, property appreciation, and rental income all contribute to total real estate ROI.

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