CAGR Calculator

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Calculate the compound annual growth rate of your investments and see how they stack up against the S&P 500 benchmark

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Enter your numbers to calculate the compound annual growth rate

What is CAGR?

CAGR — Compound Annual Growth Rate — is the average yearly growth rate of an investment over a period of time, ignoring market volatility. Unlike simple returns that bounce up and down each year, CAGR gives you one clean number: the steady rate at which your money would have grown.

For example, if you invested $10,000 and it grew to $16,000 over 5 years, the total return is 60% — but the CAGR is about 9.86% per year. That is the smoothed rate that gets you from $10,000 to $16,000 in exactly 5 years.

CAGR(Ending Value / Beginning Value)1/n − 1
nNumber of years

CAGR is the standard way to measure investment performance because it removes the noise of year-to-year swings. A stock might be up 30% one year and down 15% the next — its CAGR cuts through that and tells you what the average annual growth actually was.

For context: the S&P 500 has historically returned about 10% CAGR over the long term. If your CAGR is above that, you are outperforming the market. Use our ROI Calculator if you need a simple return for a single period instead.

How to use this calculator

Beginning Value. Enter the starting value of your investment or business metric. This is the amount at the beginning of the period you want to measure.

Ending Value. Enter the final value at the end of the period. The difference between your ending and beginning values is your absolute growth.

Number of Years. Enter how many years passed between the beginning and ending values. You can use decimal values for partial years — for example, 3.5 for three years and six months.

Forecast mode. Switch to Forecast mode to project a future value. Enter your starting amount, an expected CAGR, and a time period to see what your investment could be worth.

Frequently Asked Questions

What is CAGR?
CAGR stands for Compound Annual Growth Rate. It is the average yearly growth rate of an investment over a period of time, smoothed to remove the effects of market volatility. A $10,000 investment growing to $16,000 over 5 years has a CAGR of about 9.86%.
How do you calculate CAGR?
The CAGR formula is (Ending Value / Beginning Value) raised to the power of (1 / number of years), minus 1. For example, ($16,000 / $10,000)^(1/5) − 1 = 0.0986, or 9.86%. Our calculator does this instantly — just enter your three numbers.
What is a good CAGR?
A good CAGR depends on what you are measuring. For stock market investments, the S&P 500 averages about 10% CAGR historically. Anything above 10% is outperforming the market. For a small business, 15–25% annual revenue growth is considered strong. Our calculator shows the S&P 500 benchmark so you can see how your number compares.
What is the difference between CAGR and ROI?
ROI (Return on Investment) is the total percentage gain over the entire period — a one-time number. CAGR breaks that total return into an annualized rate. A 100% ROI over 10 years sounds great, but it is only about 7.2% CAGR per year. CAGR gives you the yearly picture, which makes it easier to compare different investments.
How do you calculate CAGR in Excel?
In Excel, use the RRI function: =RRI(nper, pv, fv) where nper is the number of periods, pv is the present (beginning) value, and fv is the future (ending) value. You can also use =(fv/pv)^(1/n)-1 and format the cell as a percentage. Both methods give you the same CAGR result.