Stock market annualized return calculator

Stock market annualized return calculator

Posted: proc Date: 19.06.2017

The CAGR calculator is a useful tool when determining an annual growth rate on an investment whose value has fluctuated widely from one period to the next. To use the calculator, begin by entering the value of your investment today, or its present value , into the "ending value" field. In the field for "beginning value," enter the initial value you placed into your investment. Finally, enter the number of years that you were invested.

Present Value and CAGR Formula (with Graph and Calculator Link)

Over the course of NoPeriods periods your investment grew from BeginVal to EndingVal , its compound annual growth rate, or its overall return, is CAGR. CAGR essentially smoothes out the progress of your investment over a period of time, providing a clearer picture of your annual return.

However, although your investment started at BeginVal and ended with EndingVal , its growth in any one year may have been quite a bit higher or even negative if the investment ever lost money over that time. Consequently, the CAGR figure may give the impression that the investment has produced a stable return throughout its life, even if the investment was extremely volatile, fluctuating a great deal from year to year.

Over the course of NoPeriods periods your investment declined from BeginVal to EndingVal , and its compound annual growth rate or its overall return, is CAGR.

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However, although your investment started at BeginVal and ended with EndingVal , its growth in any one year may have been quite a bit lower or even positive if the investment gained money over that time.

Consequently, the CAGR figure may give the impression that the investment has produced a stable return or, in this case, a decline throughout its life, even if the investment was extremely volatile, fluctuating a great deal from year to year. Over the course of NoPeriods your investment has not grown at all. Either you have mistakenly entered the same value in both fields ending value and beginning value fields, or have made an investment for which no CAGR may be calculated.

stock market annualized return calculator

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stock market annualized return calculator

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Compound Annual Growth Rate. Please fix these errors: Compound Annual Growth Rate: Amortization is important to account for intangible assets. Read to find out more about amortization.

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