Business FinancePopularโฑ 2 min

ROI Calculator

Calculate ROI for any business investment, marketing campaign, or financial decision with annualized returns.

Free โ€ข Accurate โ€ข Instant Results

Investment Details

$
$
$
$
years
%
%

Total ROI

๐Ÿ“Š

52.7%

15.2% annualized

Net Gain

๐Ÿ’ฐ

$29,000

On $55,000 invested

After-Tax ROI

๐Ÿ›๏ธ

39.5%

25% tax applied

Real ROI

๐Ÿ’ต

39.8%

Inflation-adjusted

Scenario Analysis

Investment Summary

Total Invested$55,000
Exit Value$75,000
Total Income$9,000
Net Gain$29,000
After-Tax Gain$21,750
๐Ÿค–

AI Insights

Personalized analysis based on your inputs

76
Investment Score
โœ…

52.7% Total ROI

Your investment returns 52.7% over 3 years โ€” 15.2% annualized. Excellent return!

๐Ÿ’ก

After-Tax ROI: 39.5%

After 25% taxes, your effective ROI is 39.5%. Real (inflation-adjusted) return: 39.8% over 3 years.

โœ…

Beats S&P 500 Average

15.2% annualized exceeds the stock market's historical ~10.7% average. Strong standalone investment case.

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Formula Used

Return on Investment

ROI = (Net Gain รท Total Invested) ร— 100

Variables

Net Gain= Final Value + Income โ€“ Total Cost
Total Invested= Initial Cost + Additional Costs

Example

($75k + $9k โ€“ $55k) รท $55k ร— 100 = 52.7% ROI

Annualized ROI (CAGR)

Annualized ROI = [(1 + ROI/100)^(1/n) โ€“ 1] ร— 100

Variables

ROI= Total ROI over the holding period
n= Number of years

Example

52.7% total ROI over 3 years = (1.527)^(1/3) โ€“ 1 = 15.2% annualized

Frequently Asked Questions

Return on Investment = (Net Profit / Total Cost) ร— 100. Net profit is what you gained minus what you invested. A 25% ROI means you earned $25 for every $100 invested, regardless of time period.

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Disclaimer: This calculator is for informational and educational purposes only. Results are estimates based on inputs you provide. They are not financial, tax, investment, or legal advice. Consult a qualified financial professional before making financial decisions. Actual results may vary based on market conditions, tax laws, and individual circumstances.