ROI Calculator

Calculate Return on Investment for your business and personal investments

The Return on Investment (ROI) calculator helps you measure the efficiency and profitability of an investment by comparing the gain or loss relative to the initial cost. ROI is one of the most widely used performance metrics for evaluating investment opportunities and business decisions.

ROI Calculation

ROI Analysis

Simple ROI
+35.0%
Total percentage return
Total Gain/Loss
+$3,500
Investment Multiple
1.35x

Investment Breakdown

Initial Investment$10,000
Final Value$13,500

Net Gain/Loss+$3,500

Performance Comparison

Savings Account (2%)Outperforms ✓
S&P 500 Average (10%)Outperforms ✓
High-Growth Target (15%)Outperforms ✓

Investment Analysis

Excellent ROI of 35.0%! This investment significantly outperforms most alternatives and shows outstanding returns.

How to Use

1. Choose your calculation method (Simple, Annualized, or Total Return)

2. Enter your initial investment amount

3. Enter the final or current value of your investment

4. For Total Return, add any additional income received

5. For Annualized ROI, specify the time period

6. Click "Calculate ROI" to see your return analysis

What is ROI?

Return on Investment (ROI) is a performance measure used to evaluate the efficiency and profitability of an investment. It measures the amount of return on an investment relative to the investment's cost.

ROI Formula

ROI = (Final Value - Initial Investment) / Initial Investment × 100%

Annualized ROI Formula

Annualized ROI = ((Final Value / Initial Investment)^(1/years) - 1) × 100%

ROI Interpretation

Excellent ROI (>20%)

Outstanding performance. Significantly outperforms most investment alternatives.

Good ROI (10-20%)

Strong performance. Meets or exceeds market averages and inflation.

Average ROI (5-10%)

Moderate performance. Beats inflation but may not justify higher risk investments.

Poor ROI (0-5%)

Low performance. Barely beats or fails to beat inflation and low-risk alternatives.

Negative ROI (<0%)

Loss. Investment has decreased in value and should be carefully evaluated.

Example Calculations

Stock Investment Example

• Initial Investment: $10,000

• Final Value: $13,500

• Time Period: 2 years

• Simple ROI: 35%

• Annualized ROI: 16.2%

Real Estate Example

• Initial Investment: $50,000 (down payment)

• Current Value: $75,000 (equity)

• Additional Income: $12,000 (rent profit)

• Total Return ROI: 74%

ROI vs Other Metrics

ROI vs IRR

ROI is simpler and shows total return, while IRR considers the time value of money and cash flow timing.

ROI vs NPV

ROI shows percentage return, while NPV shows absolute dollar value created by the investment.

ROI vs CAGR

CAGR (Compound Annual Growth Rate) is similar to annualized ROI but specifically measures compound growth.

ROI Limitations

Time Factor

Simple ROI doesn't account for how long it took to achieve the return. Use annualized ROI for time-adjusted comparisons.

Risk Consideration

ROI doesn't factor in the risk level of the investment. Higher returns often come with higher risk.

Cash Flow Timing

ROI doesn't consider when cash flows occur during the investment period, which can significantly impact actual returns.

Frequently Asked Questions

What's a good ROI for different investments?

Stocks: 7-10% annually, Real Estate: 8-12%, Business: 15-25%, High-risk investments: 20%+

Should I use simple or annualized ROI?

Use annualized ROI for investments held longer than one year to compare with other annual return rates.

How do I calculate ROI for ongoing investments?

Use current market value as the final value and include any income received (dividends, rent, etc.) in total return calculations.