Finance calculators

ROI calculator

Net gain, return on investment and annualised return (CAGR), including costs and income received.

Inputs

Amount investedFinal valueHolding periodyearsCosts and feesIncome received

Results

Methodology

Conventions

Costs are added to the amount invested; income received is added to the final value.

References

CFA Institute, Quantitative Methods, rates of return

Formulas

Net gain: G = (V + I) - (P + C)
ROI: ROI = G / (P + C)
Annualised return: CAGR = \left(\frac{V + I}{P + C}\right)^{1/t} - 1