How do you calculate CAGR for a 5-year investment?

Divide the final ending value by the initial starting value, raise the result to the power of 1/5 (0.2), and subtract 1.

Updated: August 2026 • Verified v1.2

CAGR Asset Comparison Matrix & Growth Analyzer

Finance & MathPopular

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CAGR = (Ending_Value / Beginning_Value)^(1 / Years) - 1

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Understanding Your Results

Calculates exact CAGR %, total return %, and absolute dollar gains across multiple custom portfolio assets with 1-click summary copy.

Practical Guidance & Next Steps

CAGR smooths out year-over-year market volatility, providing the single constant annual growth rate that yields the final balance.

What is this?

A portfolio finance utility that compares the annualized CAGR performance of multiple investments side by side.

How does it work?

1. Enter initial starting value, final value, and time horizon for each asset. 2. Add or remove assets dynamically. 3. View side-by-side CAGR % rankings, total return %, and copy the comparison report.

Why use it?

Determines which investment vehicle actually delivered the highest risk-adjusted annualized compound return.

Technical Scope & Calculation Limitations

Calculates annualized compound growth between starting and ending values.

Frequently Asked Questions

CAGR (Compound Annual Growth Rate) accounts for the effects of compounding over time, whereas simple average returns can severely distort true investment growth.

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