Investment

Annualized Return Calculator

Compound annual return against a passive benchmark.

Your numbers stay in your browser — nothing is sent to us. Estimates are for planning only and are not tax, legal, or investment advice.

About the Annualized Return calculator

This annualized return calculator is part of our free investment toolkit. Compound annual return against a passive benchmark. Adjust the inputs to match your own situation and the results update as you type.

People also look for this as

  • cagr
  • performance
  • benchmark

Want a second opinion on the numbers?

A calculator gives you a starting point — it does not know your filing status, your entity structure, or what the IRS already has on file for you. Glenn Sarver is a federally licensed Enrolled Agent based in Duluth, GA, and the first consultation is free.

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