Free financial calculator
Annualised Return Calculator
Convert a total investment return over years and months into an equivalent annual rate.
Use the calculator ↓Adjust the assumptions
Annualised Return Calculator
Convert a total investment return over years and months into an equivalent annual rate.
Result
£0
View year-by-year breakdown ＋
| Year | Contributions | Growth | Balance |
|---|
Questions answered
What this calculator helps you work out
- What was my equivalent yearly investment return?
- How can I compare investments held for different lengths of time?
- What annual rate links the starting and ending values?
Common questions
Annualised Return Calculator FAQs
How is annualised return different from total return?＋
Total return covers the entire holding period; annualised return converts it to an equivalent compound rate per year.
Why include months?＋
A more precise holding period produces a more accurate annualised rate for investments held for part of a year.
Is this the same as CAGR?＋
The formula is the same for a single uninterrupted investment. This version is tailored to exact holding periods in years and months.