ROI Calculator
Calculate return on investment, annualized ROI, and net gain from initial cost and ending value.
Calculators and explainers tagged under Investing.
Calculate return on investment, annualized ROI, and net gain from initial cost and ending value.
Calculates the long-run impact of a mutual fund's annual expense ratio on portfolio growth by comparing it to a hypothet...
Compute the expected return on an asset using the Capital Asset Pricing Model: E(R) = Rf + β · (Rm − Rf).
Work out how much a future amount is worth today, discounted at a chosen rate.
Compute the real (inflation-adjusted) rate of return from a nominal return and an inflation rate, using the exact Fisher...
Compute the net present value of an investment from a series of cash flows and a chosen discount rate. Negative numbers...
Calculate the cash-on-cash return of a leveraged real-estate deal: annual pre-tax cash flow divided by total cash invest...
Compute the tax dollars saved when you realise an investment loss to offset capital gains and (up to $3,000/year) ordina...
Compute the compound annual growth rate (CAGR) — the smooth annual return that would take a starting amount to an ending...
Compute how many years it takes for the cost drag of a high-fee mutual fund to outweigh its (assumed) higher gross retur...
Calculate simple interest and final balance for a principal over any period.
Project the future value of a stock holding when dividends are automatically reinvested at the same yield, given startin...
Compute the present value of a series of equal periodic payments to be received in the future, at a chosen discount rate...
Calculates compound annual growth rate (CAGR) from starting value, ending value, and number of years.
Convert a nominal annual rate compounded m times per year into the effective annual rate (EAR) you actually earn or pay.
Compute the future value of a deposit under continuous compounding A = P·e^(rt), and compare it with annual compounding...
Find the internal rate of return — the discount rate at which the net present value of a project equals zero.
Compute the cap rate of a rental — the unlevered annual return — by dividing net operating income by purchase price.
The same $250 a month looks unremarkable for a decade and then suddenly dominates the chart. Here is why compounding behaves that way.