CAGR / Average Return Calculator

Compound Annual Growth Rate: the steady annual return that would take a starting value to an ending value over n years.

How it works

CAGR = (End/Start)^(1/years) − 1. It's the constant annual rate that produces the same ending value.

Frequently asked questions

Why not just use total return?

Total return doesn't say how fast. A 50% gain over 2 years vs 10 years are completely different investments.

Is CAGR the same as annualized return?

Yes — for a single lump sum, CAGR = annualized return. For irregular cash flows, use money-weighted return (IRR) or time-weighted return.

Does CAGR account for volatility?

No — CAGR is a smoothed number. A fund with 30% then -20% has the same CAGR as one that returned 3.9% both years, but very different risk.

How does CAGR compare with simple average?

CAGR is always ≤ simple average when returns are volatile. The gap is called 'volatility drag'.

Can CAGR be negative?

Yes — if the ending value is below the starting value.

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