Portfolio Growth CAGR Calculator
Calculate the CAGR of your investment portfolio. See how your overall portfolio has performed on an annualized basis across all assets.
Track your investment portfolio's true performance with CAGR. Whether you hold stocks, bonds, real estate, or a mix, CAGR gives you one clean number showing your annualized return — making it easy to compare against benchmarks like the S&P 500.
Tips for Portfolio Growth CAGR
Compare your portfolio CAGR against a benchmark (e.g., S&P 500 at ~10%) to see if you are outperforming
A balanced portfolio (60% stocks, 40% bonds) has historically delivered 7-8% CAGR
Rebalancing your portfolio annually helps maintain your target risk level and can improve long-term CAGR
Frequently Asked Questions
How do I calculate my portfolio's CAGR?
Data sources: Standard mathematical formulas
For informational purposes only. Not financial, medical, or legal advice. Always consult a qualified professional for decisions affecting your finances or health.
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