Finance calculator

Free cagr calculator

Calculate compound annual growth rate (CAGR) — enter start and end values and the number of years to find the smoothed annual growth rate, updated live, as you type.

InputsLive
Start value
$
End value
$
Years
yrs
Result
CAGR
12.47%
Total growth: 80% over 5 years
CAGR12.47%
Total growth80%
Start value$10,000
End value$18,000

CAGR is a smoothed rate and doesn't reflect actual year-to-year volatility. Past returns don't predict future performance.

Results are estimates. Consult a professional.

How it's calculated

How the CAGR calculator works

Compound Annual Growth Rate (CAGR) expresses how fast an investment grew on an annualised, compounded basis between two points in time. Unlike a simple average, CAGR irons out year-to-year fluctuations and gives you the single consistent rate that would have produced the same start-to-finish result.

CAGR = (Ending Value / Beginning Value)^(1 / Years) 1
Equivalently:
CAGR = (EV / BV)^(1/n) 1
where: EV = ending value
BV = beginning value
n = number of years between the two values
CAGR — Investopedia definition and examplesUnderstanding investment returns — SEC Office of Investor Education
Example

Worked example: $50,000 grows to $89,542 in 6 years

Example: Portfolio grows from $50,000 to $89,542 over 6 years

Your investment portfolio was worth $50,000 at the start of 2018. By the end of 2023 — 6 years later — it has grown to $89,542. What was your CAGR?

CAGR = ($89,542 / $50,000)^(1/6) 1
CAGR = (1.79084)^(0.16667) 1
CAGR = 1.10200 1
CAGR = 0.102 = 10.2%
10.2% CAGR
Your portfolio compounded at 10.2% per year — strong outperformance relative to a 7% long-run equity benchmark.
Quick reference

Growth of $50,000 at various CAGRs and time periods

The table illustrates how a $50,000 starting investment grows at four different CAGR levels over 5, 10, 15, and 20 years, showing how time magnifies even small differences in annual return.

CAGR5 Years10 Years15 Years20 Years
6%$66,911$89,542$119,828$160,357
8%$73,466$107,946$158,608$233,047
10%$80,526$129,687$208,862$336,375
12%$88,117$155,292$273,683$482,315

Source: FV = $50,000 × (1 + CAGR)ⁿ; rounded to nearest dollar.

Practical tips

Tips for using CAGR effectively

CAGR is the go-to metric for comparing investments, but it has real blind spots. These five tips will help you use it — and question it — intelligently.

  • Pair CAGR with a volatility measure — two funds with identical CAGRs can have wildly different risk profiles; always check standard deviation or max drawdown alongside CAGR.
  • Watch out for cherry-picked start dates — CAGR is highly sensitive to end points; a fund manager can inflate CAGR by starting the clock at a market trough.
  • Use CAGR to compare across asset classes — comparing a stock fund's 10% CAGR with a bond fund's 4% CAGR is meaningful only if both are measured over the same period.
  • Adjust for inflation to find real CAGR — divide (1 + nominal CAGR) by (1 + inflation) and subtract 1 to see your true purchasing-power growth.
  • Remember CAGR is backward-looking — past compounded growth doesn't guarantee future results; use it as a benchmark, not a prediction.
Accuracy & limits

Accuracy and limitations

CAGR assumes smooth, uninterrupted compounding between only two data points — the start and end values. It cannot capture interim volatility, drawdowns, or the sequence-of-returns risk that matters for retirees making withdrawals. It also ignores dividends paid in cash (not reinvested), taxes, and management fees unless those effects are already reflected in the ending value you enter.

To get the most accurate CAGR, enter the total-return ending value — including reinvested dividends and distributions — rather than the price-only return, which understates real compound growth for income-producing assets.

Not financial advice — consult a financial professional for your specific situation.

Glossary

Key terms

Compound Annual Growth Rate — the constant annual rate that turns the beginning value into the ending value over the specified number of years.
The investment's value at the start of the measurement period; your baseline.
The investment's value at the end of the period, ideally reflecting total return including reinvested income.
The number of years between the beginning and ending values used in the CAGR formula.
Combines price appreciation and income (dividends/interest); using total return ending values gives a more complete CAGR.
The CAGR of a reference index (e.g., S&P 500) over the same period — used to evaluate whether your portfolio outperformed or underperformed.
The difference between a portfolio's CAGR and its benchmark's CAGR over the same period — a positive alpha means the investor beat the market.
About

About this calculator

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Questions

Frequently asked questions about the free cagr calculator

A CAGR calculator is a free online tool that helps you compound Annual Growth Rate from start and end value over time. Standard performance metric — implies all years compound at the same rate. It runs entirely in your browser with instant results and no sign-up.
No — actual loan terms depend on credit, income docs, and lender underwriting. Use this for planning and what-if scenarios; get a real Loan Estimate before making decisions.
When the calculator asks for them. PITI calculations include property tax, insurance, and PMI; raw P&I calculations don't.
Lenders round payment amounts and may include escrow buffers. Property tax and insurance change over time. Real payments vary 1-5% from these estimates.

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