CAGR Calculator

CAGR is evaluated from Beginning Value, Ending Value and Number of Years. The calculation reports CAGR, Total Return and Total Gain / Loss.

Results

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About the CAGR Calculator

CAGR is treated here as a quantitative relation between Beginning Value, Ending Value and Number of Years and CAGR, Total Return and Total Gain / Loss.

The calculator uses a single formula configuration. Each reported value is read as a direct evaluation of the stored rules with the declared field formats and units.

Formula basis:
CAGR = (Ending Value / Beginning Value)^(1 / Years) - 1
Total Return% = (Ending Value - Beginning Value) / Beginning Value x 100
Total Gain/Loss = Ending Value - Beginning Value

Interpret the outputs in the order shown by the result fields. Optional inputs affect only the outputs that depend on those variables.

Formula & How It Works

The calculation applies the following relations exactly as recorded in the metadata:

CAGR = (Ending Value / Beginning Value)^(1 / Years) - 1
Total Return% = (Ending Value - Beginning Value) / Beginning Value x 100
Total Gain/Loss = Ending Value - Beginning Value

Each output field is produced by substituting the supplied inputs into the relevant relation and then applying the declared rounding or text format.

Worked Examples

Example 1: Stock Portfolio Performance

Inputs

beginning_value: 50000 ending_value: 138000 years: 10
CAGR: 10.6855%. Total Return: 176%. Total Gain / Loss: $88,000

With Beginning Value = 50,000, Ending Value = 138,000 and Number of Years = 10 as the stated inputs, the result is CAGR = 10.6855%, Total Return = 176% and Total Gain / Loss = $88,000. Each value corresponds to the declared output fields.

Example 2: Real Estate Investment

Inputs

beginning_value: 280000 ending_value: 480000 years: 8
CAGR: 6.9696%. Total Return: 71.43%. Total Gain / Loss: $200,000

With Beginning Value = 280,000, Ending Value = 480,000 and Number of Years = 8 as the stated inputs, the result is CAGR = 6.9696%, Total Return = 71.43% and Total Gain / Loss = $200,000. Each value corresponds to the declared output fields.

Example 3: Business Revenue Growth

Inputs

beginning_value: 1200000 ending_value: 4500000 years: 7
CAGR: 20.7826%. Total Return: 275%. Total Gain / Loss: $3,300,000

With Beginning Value = 1,200,000, Ending Value = 4,500,000 and Number of Years = 7 as the stated inputs, the result is CAGR = 20.7826%, Total Return = 275% and Total Gain / Loss = $3,300,000. Each value corresponds to the declared output fields.

Example 4: Index Fund Benchmark Comparison

Inputs

beginning_value: 100000 ending_value: 259374 years: 10
CAGR: 10%. Total Return: 159.37%. Total Gain / Loss: $159,374

With Beginning Value = 100,000, Ending Value = 259,374 and Number of Years = 10 as the stated inputs, the result is CAGR = 10%, Total Return = 159.37% and Total Gain / Loss = $159,374. Each value corresponds to the declared output fields.

Common Use Cases

  • Calculate the CAGR of a stock or portfolio
  • Compare investment performance between different time periods
  • Find the annualized return of a mutual fund or real estate investment