ROI Calculator
Return on investment as a percentage, plus annualised return.
Return on investment
35.00%
Gain of 3,500.00
Total invested
10,000.00
Final value
13,500.00
Net gain
3,500.00
Annualised return (CAGR)
10.52%
Over 3 years
ROI = (final value − total invested) ÷ total invested × 100. CAGR = ((final ÷ initial)^(1 ÷ years) − 1) × 100.
- A 35.0% total return over 3 years is 10.52% a year — the fair basis for comparing against other investments.
- Including fees and taxes in the costs field gives a return you can actually rely on.
What does ROI Calculator do?
Enter what you put in and what you got out to see the return on investment as a percentage and in absolute terms. Add a holding period and it also calculates the annualised return, which is the only fair way to compare investments of different lengths.
How to Use ROI Calculator
- 1Enter the amount investedInclude fees and costs for an honest figure.
- 2Enter the final valueWhat the investment is worth or sold for.
- 3Add the holding periodOptional; needed for the annualised return.
Key Features
- Total ROI percentage and absolute gain or loss
- Annualised return (CAGR) when you supply a holding period
- Optional additional costs so fees and commissions are included
- Clearly reports a negative return rather than hiding a loss
Frequently Asked Questions
What is the ROI formula?
ROI = (final value − initial investment) ÷ initial investment × 100. Turning £5,000 into £6,500 is a 30% return.
Why does annualised return matter?
A 30% return over one year is excellent; the same 30% over ten years is about 2.7% a year, which barely beats inflation. Annualising puts investments of different durations on the same footing.
How is annualised return calculated?
CAGR = ((final ÷ initial)^(1 ÷ years) − 1) × 100. It is undefined if either value is zero or negative, and the calculator says so rather than showing a misleading number.
Should I include fees in the investment amount?
Yes. Brokerage, stamp duty, management fees and taxes are real costs. Excluding them flatters the return, sometimes dramatically on small or short-held positions.
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