Calculator Growth Rate

Compound Annual Growth Rate (CAGR) Calculator

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What is Compound Annual Growth Rate (CAGR)?

The Compound Annual Growth Rate (CAGR) is a measure of the average annual growth of an investment over a specified period of time, greater than one year. It is often used to represent the growth of a company's revenue, a portfolio's value, or any other metric that compounds over time. CAGR smooths out volatility and provides a single, representative rate of growth.

The formula for CAGR is:

CAGR = ( (Ending Value / Starting Value) ^ (1 / Number of Years) ) – 1

Where:

  • Starting Value: The initial value of the investment or metric.
  • Ending Value: The final value of the investment or metric.
  • Number of Years: The total number of years over which the growth occurred.

CAGR is a valuable tool for investors and analysts because it provides a standardized way to compare the growth rates of different investments or to assess the historical performance of a single investment. It's important to remember that CAGR is a hypothetical smoothed rate and doesn't reflect the actual year-to-year fluctuations in value.

Example:

Let's say you invested $10,000 in a stock portfolio at the beginning of 2018. By the end of 2022 (5 years later), your portfolio is worth $25,000. To calculate the CAGR:

  • Starting Value = $10,000
  • Ending Value = $25,000
  • Number of Years = 5

Using the formula:

CAGR = ( ($25,000 / $10,000) ^ (1 / 5) ) – 1
CAGR = ( 2.5 ^ 0.2 ) – 1
CAGR = 1.2011 – 1
CAGR = 0.2011 or 20.11%

This means your portfolio grew at an average annual rate of 20.11% over those 5 years.

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