finance

ROI Calculator

Total ROI %, CAGR, real vs nominal return, and benchmark comparison against S&P 500 (7%) and bonds (4%).

Inputs

Initial Investment

Final Value

Time Period

yrs

Income / Dividends (optional)

Real vs Nominal

Results

Gain / Loss—

Total ROI—

CAGR (annualised)—

ROI = (FV + income − initial) / initial × 100
CAGR = (FV / PV)^(1/t) − 1
Real = (1 + nominal) / (1 + inflation) − 1