Mutual Fund Returns Calculator

See your absolute return, annualized return (CAGR) and total gain.

Invested Gain  
Absolute return
0%
Annualized (CAGR)
0%
Current value โ‚น0
Total gain โ‚น0

Absolute vs annualized return

Absolute return = (current โˆ’ invested) รท invested ร— 100 โ€” the total gain over the whole period. Annualized return (CAGR) = (current รท invested)^(1/years) โˆ’ 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 vs annualized return?

Absolute is the total % over the whole period; annualized (CAGR) is the equivalent per-year rate for fair comparison.

How is CAGR calculated?

CAGR = (current รท invested)^(1/years) โˆ’ 1, as a percentage.