Your total return and the annualized rate that makes investments comparable.
The investment
$
$
6 mo40 yrs
Your return
Total ROI
0%
Total ROI = (final − invested) ÷ invested. Annualized (CAGR) = (final ÷ invested)^(1 ÷ years) − 1, the smooth yearly rate that would produce the same result. Excludes fees, taxes, and additional contributions.