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WealthScriptz

Investment Return Calculator

Calculate ROI, CAGR, annualized returns, and total profit/loss on any investment. Factor in dividends and fees for accurate net returns.

Your Investment

$
$
150
$

Total Return

$15,000

150.00%

ROI (Net)

150.00%

CAGR

20.11%

Annualized Return

20.11%

Total Fees Paid

$0

Doubling Time

3.6 yrs

Investment Breakdown

Initial Investment$10,000
Capital Gain/Loss$15,000
Net Return$15,000

Understanding Investment Returns

ROI (Return on Investment) measures the total percentage gain or loss relative to your initial investment. While simple to calculate, it does not account for the time period, making it less useful for comparing investments held for different durations.

CAGR (Compound Annual Growth Rate) is the annualized rate of return that smooths out volatility. It tells you the steady annual rate needed to grow your investment from its initial to final value. CAGR is the gold standard for comparing investments across different time periods.

The Rule of 72 provides a quick estimate of doubling time: divide 72 by your annual return rate. At 8% annual returns, your money doubles approximately every 9 years. Fees matter enormously over time — a 1% annual fee can reduce your final portfolio value by 25% or more over 30 years.