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Investment ROI & Annualized Return (CAGR) Calculator

Calculate your total Return on Investment (ROI), Compound Annual Growth Rate (CAGR), and real inflation-adjusted return vs S&P 500.

How This Calculator Works

Calculate your total Return on Investment (ROI), Compound Annual Growth Rate (CAGR), and real inflation-adjusted return vs S&P 500. Enter your figures in the interactive calculator fields to compute instant results, visual charts, and detailed payment or tax schedules tailored to US and Canadian financial regulations.

Key Financial Takeaways & Formula Highlights

  • Accurate & Up-to-Date Rules: Incorporates official US (IRS, Federal Reserve) and Canadian (CRA, Bank of Canada) parameters.
  • Side-by-Side Scenarios: Adjust interest rates, down payments, contributions, or tax brackets to see real-time impacts on your bottom line.
  • 100% Client-Side Privacy: Your financial numbers never leave your device.