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Finance · Investing

CAGR Calculator

Turn a start and end value into one smooth yearly growth rate — the standard way to compare investments over different time spans.

Value at the start.
Value at the end.
Length of the period.
Try a scenario
Compound annual growth rate (CAGR)
9.86%per year

The value grew from $10,000.00 to $16,000.00 over 5 years.

Total growth
60%
Multiple
1.6×
Smoothed growth at 9.86% per year
Value growing at the compound annual growth rate over time$16,000.00$10,000.00Year 0Year 5

The steady curve a 9.86% yearly rate would trace — the real path between the two values may have been bumpier.

CAGR is the steady yearly rate that grows a beginning value into an ending value over a set number of years: CAGR = (end ÷ begin)^(1 ÷ years) − 1. Grow $10,000 into $16,000 over 5 years and the CAGR is 9.86% per year, even though the total growth is 60%.

What CAGR is

The compound annual growth rate (CAGR) is the constant yearly rate that would take an investment from its starting value to its final value over a given period, as if it grew by the same percentage every year. It answers a simple question: if the ups and downs were ironed out into one smooth line, how fast did this grow per year? Because it accounts for compounding, CAGR is the standard way to compare investments, funds, or revenue that were held for different lengths of time.

CAGR = (end ÷ begin)^(1 ÷ n) − 1

begin is the starting value, end the ending value, and n the number of years; multiply by 100 for a percentage

Worked example

An investment grows from $10,000 to $16,000 over 5 years.

  1. 1
    Divide the ending value by the beginning value. $16,000 ÷ $10,000 = 1.6, so the money grew to 1.6× its start.
  2. 2
    Raise the ratio to the power 1 ÷ years. 1.6^(1 ÷ 5) = 1.6^0.2 ≈ 1.09856 — this is the yearly growth factor.
  3. 3
    Subtract 1. 1.09856 − 1 = 0.09856, the growth rate as a decimal.
  4. 4
    Multiply by 100 for a percentage. 0.09856 × 100 ≈ 9.86% per year — the CAGR.
  5. 5
    Compare with total growth. (1.6 − 1) × 100 = 60% total, which compounding spreads into ≈ 9.86% each year.

Same total return, different periods

A 60% total gain ($10,000 → $16,000) turns into a very different yearly rate depending on how long it took. The longer the period, the lower the CAGR.

YearsTotal growthMultipleCAGR
260%1.6×26.49%
360%1.6×16.96%
560%1.6×9.86%
1060%1.6×4.81%
2060%1.6×2.38%

Reading the result

CAGR smooths out the bumps. Real investments jump around — up 30% one year, down 10% the next. CAGR ignores that path entirely and reports the single steady rate that connects the start and end points. It is a summary of the whole journey, not a description of any single year.

It is not the average of yearly returns. Averaging annual percentages (the arithmetic mean) overstates growth because it ignores compounding. A year of +50% followed by a year of −50% averages to 0%, but $100 becomes $150 then $75 — a real loss. CAGR captures that correctly as about −13.4% per year, which is why it, not the simple average, is used to compare performance.

What is the difference between CAGR and total growth?
Total growth is the whole gain over the entire period — going from $10,000 to $16,000 is 60% total. CAGR spreads that gain across the years with compounding, so the same 60% over 5 years is only about 9.86% per year.
How is CAGR different from the average annual return?
The average (arithmetic mean) just adds the yearly percentages and divides, which ignores compounding and overstates growth. CAGR is the geometric rate that actually links the start and end values. A +50% year then a −50% year averages to 0% but has a CAGR of about −13.4% — the real result.
What is a good CAGR?
It depends on the asset and the risk. Broad stock-market indexes have historically returned roughly 7%–10% per year over long periods, so a CAGR in that range is often used as a benchmark. A savings account might show 2%–4%, while a fast-growing startup could show much higher. Always compare against a relevant benchmark, not in isolation.
Can CAGR be negative?
Yes. If the ending value is lower than the beginning value, the ratio is below 1 and the CAGR is negative — the steady yearly rate at which the value shrank. Going from $10,000 to $8,000 over 4 years is a CAGR of about −5.4% per year.
Why does the same return give a lower CAGR over more years?
Because compounding does more work when it has more time. Spreading a fixed 60% gain over 20 years needs only about 2.38% each year, while packing it into 2 years demands about 26.49% per year to reach the same endpoint.
What are the limitations of CAGR?
CAGR hides volatility: two investments with the same CAGR can have wildly different risk and year-to-year swings. It also depends heavily on the exact start and end dates chosen, and it assumes a single lump sum with no deposits or withdrawals in between.