Loading courses
The steady yearly growth rate that takes a starting value to an ending value.
CAGR (compound annual growth rate) is (ending value ÷ starting value) raised to the power 1 ÷ years, minus one. Two funds that each doubled over the same six years have the same CAGR, however differently they got there.
It describes one sum invested once. When money went in at different dates, use XIRR instead: CAGR on the total invested credits later money with growth it never had.
Figures on this page are filled from the same tax and scheme tables the calculators use, for the current financial year. Every term in the glossary.