How Did Your Investment Perform?

Understanding your return is key to making smart investment decisions. This calculator helps you measure not just the total profit, but also the annualized return (CAGR), which is the standard way to compare the performance of different investments over time. This is especially useful for American investors evaluating stocks, mutual funds, or real estate.

Analyze and Adjust Your Strategy

Now that you know your return, you can compare it against market benchmarks like the S&P 500. Is your strategy working? It might be time to rebalance your portfolio or explore new opportunities.

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Learn About Investment Strategies