Invested
Gain
Absolute return
0%
Annualized (CAGR)
0%
Current value โน0
Total gain โน0
Absolute vs annualized return
Absolute return = (current โ invested) รท invested ร 100 โ the total gain over the whole period. Annualized return (CAGR) = (current รท invested)^(1/years) โ 1 โ the equivalent steady yearly growth, which lets you compare funds held for different durations. A 150% absolute return over 5 years is about 20% a year.
FAQs
Absolute is the total % over the whole period; annualized (CAGR) is the equivalent per-year rate for fair comparison.
CAGR = (current รท invested)^(1/years) โ 1, as a percentage.