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ROI Calculator

Calculate both simple ROI and annualized ROI for any investment, given an initial cost, ending value and holding period.

How to use the ROI Calculator

  1. Enter your inputs into the ROI Calculator above.
  2. Results update instantly as you type — no submit button needed.
  3. Adjust any value to see how the result changes in real time.

The ROI formulas

Simple ROI = (Gain / Cost) × 100 · · · Annualized ROI = ((End / Start)^(1/years) − 1) × 100

Simple ROI is the total percentage gain or loss. Annualized ROI converts it to a per-year figure (geometric mean), which is comparable across investments of different durations.

Worked example

$10,000 grows to $18,000 over 6 years: simple ROI = 80%; annualized = (1.8)^(1/6) − 1 ≈ 10.3% per year. A different investment with 50% total return over 3 years has higher annualized ROI: ~14.5%.

Frequently asked questions

Why use annualized ROI?

To compare investments with different time horizons fairly. A 50% return over 2 years and a 50% return over 10 years are very different — annualized ROI makes the comparison clean.

Does ROI account for risk?

No — ROI alone says nothing about volatility or downside. Two investments with the same ROI can have wildly different risk profiles. Pair with standard deviation or maximum drawdown.

Should I include fees and taxes?

Yes, to capture the actual net return. Public-market ROI before tax and fees can be misleading by 1–3 percentage points per year.

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