商业
已验证计算器,公式透明
ROI Calculator.
Calculates return on investment from an initial investment and a final value, including the annualized rate over the holding period.
您的输入
工作原理
- 1
Subtract the initial investment from the final value to get the gain.
- 2
Divide the gain by the initial investment.
- 3
Multiply by 100 to express the return as a percentage.
- 4
For the annualized figure, take the holding-period root of the growth ratio and subtract one.
(final - initial) / initial * 100常见问题
What is a good ROI?
It depends entirely on the asset and the risk taken. Compare the annualized figure rather than the raw percentage, because a 25% return over one year and the same return over ten years are very different outcomes.
Why is my annualized ROI lower than my total ROI?
Whenever the holding period is longer than a year, the total return is spread across those years, so the per-year rate is smaller. They are equal only for a one-year holding period.
Can ROI be negative?
Yes. If the final value is below the initial investment the gain is negative, and the ROI is the size of that loss as a percentage of what was invested.
假设与限制
- The holding period is measured in years and is greater than zero.
- No further contributions or withdrawals are made during the holding period.
- Ignores taxes, fees and inflation.
- Annualized ROI assumes the gain compounds evenly across the period.