Average Annual & Cumulative Returns Calculator
Calculate average annual return and cumulative return across multiple investment periods.
Average and Cumulative Return Calculator
($)
1. % year month
2. % year month
3. % year month
4. % year month
5. % year month
6. % year month
Calculation Results
Average Return
Cumulative Return
Total Holding Period
Period-by-Period Breakdown
| Starting Balance | Holding Period | Return | Ending Balance |
|---|
References
- U.S. Securities and Exchange Commission (SEC): Investment Tools & Calculators
- Federal Reserve Economic Education: Understanding Economic Research
- U.S. Department of Labor: Investment Education
- SEC Investor.gov: Saving and Investing
- Federal Trade Commission: Investment-Related Promises
- FINRA Investor Education: Investment Calculator Tools
- CFTC SmartCheck: Investment Fraud Prevention
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