By Ziv Shay | Updated June 2026

Fact-checked for accuracy Reviewed by Ziv Shay Updated June 2026

Sources: IRS, SEC, Federal Reserve, U.S. Bureau of Labor Statistics & U.S. Census Bureau. See our editorial standards.

CAGR (Compound Annual Growth Rate)

The smoothed, average yearly growth rate of an investment over a period, assuming profits are reinvested.

UPDATED June 2026 — Definitions reviewed for accuracy

Definition: The smoothed, average yearly growth rate of an investment over a period, assuming profits are reinvested.

CAGR expresses how much an investment grew per year on a compounded basis, ironing out the bumps of volatile annual returns into one clean number. It is the standard way to compare the long-run performance of different investments because it accounts for compounding rather than just averaging yearly returns.

Formula

How it’s calculated

CAGR = (ending value ÷ beginning value)^(1/years) − 1.

Example

An investment that grows from $10,000 to $20,000 over 9 years has a CAGR of about 8% — even if individual years ranged from −15% to +30%.

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About the AuthorZiv Shay is a software engineer and fintech enthusiast based in Israel, building free financial tools since 2024. Learn more

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