Calculate Compound Annual Growth Rate (CAGR), future investment value, or the time needed to reach your financial goal.
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① CAGR Mode: Enter initial value, final value, and period to get the annual growth rate. ② Future Value: Enter initial value, CAGR, and period to project portfolio growth. ③ Period Mode: Enter initial value, target, and CAGR to find time to goal.
CAGR smooths out volatility to show a consistent growth rate. Even if individual years vary, the CAGR represents the equivalent steady annual return.
Average return is the arithmetic mean of annual returns. CAGR is the geometric mean. For volatile investments, CAGR is always lower than the simple average.
With dividends reinvested, the S&P 500 has historically returned approximately 10-11% per year over the long term. This varies significantly by start/end date.
Calculate your new average price by entering your current holdings and additional purchases.
Calculate your estimated monthly take-home pay after Federal, State, and FICA taxes.
Calculate the future value of your investment with monthly contributions.
Calculate Return on Investment (ROI) and annualized ROI.