Skip to content
ENExplore Calculators

United States Investment Return

Calculate the CAGR or total return on an investment in the United States.

About United States Investment Return

Computes the compound annual growth rate (CAGR) $in the United States: the average yearly return that turns the starting value into the ending value over the holding period.

Formula

CAGR

CAGR = (end/start)^(1/years) − 1

Worked example

With the default values below, United States Investment Return returns Compound Annual Growth Rate of 14.29%. Change any input above and every figure here is recalculated in your browser.

Inputs used

Starting valueminimum 0
10,000
Ending valueminimum 0
19,500
Years heldaccepts 1–50
5

Results

Compound Annual Growth Rate
14.29%
Total Return
95.0%
Dollar Gain
$9,500.00

Step by step

  1. 1Values used
  2. 2CAGR
  3. 3Compound Annual Growth Rate= 14.29
  4. 4Total Return= 95.0
  5. 5Dollar Gain= 9,500.00

Assumptions and limits

  • The result is derived only from the 3 inputs listed above. Anything not among them is not part of the calculation.
  • In particular, this calculator does not take inflation, tax, fees or charges or compounding frequency into account.
  • Figures are rounded for display to 2 decimal places, so totals built from several rounded parts can differ slightly from the unrounded arithmetic.
  • Estimate — past performance is not a guarantee.

How these calculators are built and tested is described on the Methodology page. If a figure looks wrong, please report it.

Estimate — past performance is not a guarantee.

Frequently Asked Questions

Does this include dividends?

Only if the ending value includes reinvested distributions; enter total account value.

How accurate is this estimate?

Rates are approximate reference values. Local rates, exemptions and rules can differ, so treat the output as a planning figure only.

United States specifics

Currency
$ USDUS Dollar
Region
North America
Country code
US
Amounts look like
$1,234,567.89
Dates look like
Mar 9, 2026
Units
imperialWeek starts Sunday

In United States, imperial units are in everyday use.

Results on this page are expressed in USD (US Dollar). Figures are estimates for general planning — confirm current rates and thresholds with the relevant United States authority before relying on them.

United States Investment Return | Calcrivo