About this calculator

Calculate total gain and annualized return from an investment's start and end values.

Review the terms, rates, and fees offered by your financial provider before making a decision.

Formula

Annualized return = (final value / initial value)^(1 / years) - 1. Total gain = final value - initial value.

Assumptions

• No extra deposits or withdrawals are modeled.
• Taxes, dividends, fees, and currency changes are not separated.
• The holding period is expressed in years.