Investment profit and loss
Calculate a completed or hypothetical trade's net gain after entered costs. Enter the actual number of shares or asset units.
Understand the numbers · Make life easier
Compound annual growth rate
Express a change in investment value as an equivalent compounded annual rate. Use this for a holding without intermediate deposits or withdrawals.
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Annualized return
10%
Converts the whole change into an equivalent annual compound rate. For contributions at different times, use the dated cash-flow tool.
Total gain or loss21,000 TWD
Only applies when there are no additional contributions or withdrawals during the period. If cash moves in or out, use the cash-flow return tool.
Method and scope
CAGR equals (ending value divided by starting value) raised to 1 divided by years, minus one. Both values must use the same currency and fee treatment.
CAGR is not the average of each year's actual percentage return. It does not show volatility or when gains and losses occurred.
Intermediate contributions, withdrawals or distributed cash invalidate a simple endpoint CAGR comparison. Use dated cash flows when the timing of money movements matters.
What this helps you do
Express a change in investment value as an equivalent compounded annual rate. Use this for a holding without intermediate deposits or withdrawals.
What to enter
Start with starting value (twd), then fill the other relevant fields in the units shown. The field hints explain the required format and examples.
How the calculation works
CAGR equals (ending value divided by starting value) raised to 1 divided by years, minus one. Both values must use the same currency and fee treatment.
Worked example
Growing from TWD 10,000 to TWD 12,100 in two years gives 10% CAGR. This describes the compound rate connecting the endpoints.
Understanding the answer
CAGR is not the average of each year's actual percentage return. It does not show volatility or when gains and losses occurred.
Scope and limitations
Intermediate contributions, withdrawals or distributed cash invalidate a simple endpoint CAGR comparison. Use dated cash flows when the timing of money movements matters.