Calculate dollar return on investment, simple ROI percentage, and a money-weighted annualized return that accounts for recurring end-of-period contributions.

ROI Inputs

$
$
$

Results Overview

ROI ($)
$10,000.00
ROI (%)
50.00%
Annualized Return (IRR)
14.47%
Total Invested
$20,000.00

IRR accounts for the timing of each recurring contribution; it may be undefined when the cash-flow pattern has no unique solution.

Implied Value Path

M0M1M2M4M6M8M10M12M14M16M18M20M22M24M26M28M30M32M34M36$0k$8k$15k$23k$30k
  • IRR-Implied Value

Key Insights

  • Dollar ROI shows absolute profit/loss; ROI% normalizes results for comparability.
  • Money-weighted IRR accounts for when recurring contributions occur; it is not the same as CAGR.
  • Compare multiple scenarios by adjusting contributions and time—longer horizons amplify compounding.

Contributions are modeled at each period end. When IRR is undefined, the chart is only a linear illustration between the entered start and end values. Taxes and fees are not included.