MP Money Planning Calculators Educational planning tools for India

Returns

Annualized Return Calculator

Understand the yearly return rate implied by an investment's starting and ending value.

Your return details

Estimated result

₹0

What this calculator tells you

This calculator shows the annualized return implied by an initial value, final value, and holding period. It also shows absolute gain or loss and total return.

How to use it

Enter the starting value, ending value, and number of years held. The output converts the full journey into a single annualized return rate.

Formula used

CAGR = ((FV / IV)1/y - 1) × 100

CAGR
annualized return
FV
final investment value
IV
initial investment value
y
holding period in years

Assumption used: Initial value and holding period must be greater than zero.

Assumptions and limitations

CAGR smooths year-to-year volatility. It does not show the path taken, interim drawdowns, dividends, taxes, or cash flows added during the period.

These calculators are for educational and planning purposes only. Results are estimates based on the inputs provided and should not be treated as financial advice. Please consult a qualified financial advisor before making investment or loan decisions.

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