CAGR Explained: The Best “Comparison” Metric for Investors

Learn CAGR (compound annual growth rate) with simple examples. Compare investments over different timeframes and avoid the most common CAGR mistakes.

CAGR tells you the annual rate that would turn your starting value into your ending value.

CAGR curve rising smoothly over time.

The formula

CAGR = (Final / Initial)^(1 / Years) - 1

When CAGR is best

Comparing investments with different holding periods.

Common mistakes

Using CAGR for short-term trading or when contributions are involved.

Tools:

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