Annualised investment return calculator UK
Convert start and end values into a compound annual growth rate. Check the formula, worked example and limits before using your own figures.
Enter your figures
Compound annual growth rate
Inputs changed. Select Calculate result to update your estimate.
Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. Assumes no interim cash flows. Historical annualised growth is not a forecast and does not show the volatility within the period.
How the annualised investment return calculator uk works
CAGR = ((ending value ÷ starting value)^(1/years) − 1) × 100.
Data basis: mathematical formula using your inputs. Example prices and rates are illustrative, not current market quotes.
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Worked example: annualised investment return
This illustration uses the calculator’s example inputs. It is not a quote or a recommended financial decision.
- Starting value (£)
- 10,000
- Ending value (£)
- 14,000
- Holding period (years)
- 5
Compound annual growth rate: 6.96%
CAGR = ((ending value ÷ starting value)^(1/years) − 1) × 100.
Annualised investment return: questions answered
What does the annualised investment return calculation include?
CAGR = ((ending value ÷ starting value)^(1/years) − 1) × 100. Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. Assumes no interim cash flows. Historical annualised growth is not a forecast and does not show the volatility within the period.
Using your result
Example inputs are a starting point. Replace them with your figures and select Calculate result. Results are rounded for display; calculations use unrounded values.
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