How it works
Enter your initial amount, current value, and holding period as a duration or a from/to date range. The calculator derives compound annual ROI, total gain, and simple annualised return.
When to use this
Use this to measure the actual return on a mutual fund, stock portfolio, or any investment where you know the starting value, ending value, and holding period.
To project forward from an expected rate instead, use the Compound Interest calculator.