Lump Sum Annual Return Calculator

Calculate the annual return on a lump-sum investment between start and end values.

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Investment Values

$
$

Return Analysis

Annual Return9.6%
Total Return$15,000
Total Return %150.0%
How it works›

Model and assumptions. Measures gain relative to the invested amount; compound annual growth is (ending value / starting value)^(1/years) − 1. Compare alternatives over the same horizon. Cash-flow timing, taxes and fees affect realized returns and are included only where entered.OpenStax: time value of moneyOpenStax: annuity formulas