Methodology: Investment Returns

Our primary interactive tool is Compound annual growth rate. Estimate annualized growth from a starting value, ending value and length of the period.

Inputs in this model

Starting value ($)

Values entered by the user; not fetched from financial markets.

Ending value ($)

Values entered by the user; not fetched from financial markets.

Period in years

Values entered by the user; not fetched from financial markets.

Data quality and limitations

Calculated values reflect the input assumptions, arithmetic and simplified model described next to results. A change to an input changes the projection, not a real market observation.

Past returns are not forecasts; annualized results can conceal large drawdowns during the period.

Security directories use a dated Nasdaq listing snapshot and are not live. Where separately labeled official SEC panels are displayed, companyfacts and filing links are matched to SEC CIK identifiers and carry their own reporting dates. No real-time quote feed is integrated.

Return to the calculator to run an alternative scenario.