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CAGR Calculator

Calculate Compound Annual Growth Rate of investments

CAGR Calculation

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Growth Analysis

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Calculate compound annual growth rate

Understanding CAGR

What is CAGR?

Compound Annual Growth Rate (CAGR) represents the constant annual rate at which an investment would have grown from its initial value to its final value over a period of time. It smooths out volatility to show a consistent growth rate.

The CAGR Formula

CAGR = (Final Value / Initial Value)^(1/Years) - 1

CAGR vs Simple Return

  • Simple Return: (Final - Initial) / Initial / Years
  • CAGR: Accounts for compounding, more accurate for comparison
  • CAGR is always lower than simple annualized return

Why CAGR Matters

  • Standardizes returns for comparison across investments
  • Removes the effect of volatility
  • Shows true compounded growth
  • Useful for long-term performance measurement

Typical CAGR Benchmarks

  • S&P 500 (historical): ~10% nominal, ~7% real
  • Bonds: 4-6%
  • Real Estate: 4-8%
  • Emerging Markets: 8-12% (with higher volatility)

Limitations of CAGR

  • Hides volatility and risk
  • Assumes steady growth (unrealistic)
  • Does not show cash flow timing
  • Can be misleading for short periods

Disclaimer: This calculator is for informational purposes only and should not be considered financial, tax, or legal advice. Results are estimates based on the information provided and current tax laws. Consult a qualified professional for advice specific to your situation.

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