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Simple and Compounded Annualized Return Calculator

Annualization puts returns measured over different periods onto a common time scale, but it can exaggerate the apparent significance of a short observation. Enter an initial value, ending value and elapsed days to calculate the holding-period return, simple annualized rate and compounded annualized equivalent. The calculation assumes no external cash flows. It describes the supplied observations; it is not an estimate of what the investment will earn during the next year.

Explicit assumptionsFormula & methodology includedNo account required

Set your assumptions

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Default values are an illustrative scenario, not current market quotes. Use consistent quote-currency units across your inputs.

Your scenario

ESTIMATED RESULT
Observed period return10%
Simple annualized return40.56%
Compounded annualized equivalent47.19%
Period return = ending / starting capital − 1. Simple annualized = period return × 365 / days. Compounded annualized equivalent = (ending / starting)^(365 / days) − 1.

Historical scaling only. Assumes no interim deposits or withdrawals and uses a 365-day year. Short-period annualization can exaggerate results; neither annualized figure is a future return forecast.

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Explore how the result changes

Sensitivity analysis: only the selected input changes. Other assumptions stay fixed. Points outside the model’s valid range are excluded. This is not a forecast.

Read methodology ↗

Two annualizations answer different questions

Simple annualization multiplies the holding-period return by 365 divided by elapsed days. Compounded annualization raises the ending-to-starting value ratio to that same time factor, then subtracts one.

A 1% return over 30 days is about 12.17% on a simple annualized basis and about 12.87% as a compounded annualized equivalent. Both figures describe the mathematical scaling of one observation, not repeated future results.

Cash flows change the question

Deposits and withdrawals make starting and ending balances insufficient for a clean investment-performance measurement. Depending on the purpose, a cash-flow-aware return method is needed. This calculator does not implement time-weighted or money-weighted performance.

If fees are already reflected in the ending value, the resulting observed return includes them. If you enter a gross ending value, the output remains gross. Keep that convention consistent when comparing results.

Avoid extrapolating a brief winning period

Small positive returns over very short periods can generate spectacular compounded annualized numbers. That does not show that the result is repeatable or that the same capacity and risk would persist. Use the actual holding-period return alongside the scaled figures, and compare drawdown and exposure separately.

Questions about this tool

Does annualized return mean APY?

Not necessarily. This page scales a realized or hypothetical value change. It does not represent an offered savings rate or promised compounding process.

Which year length is used?

Both annualized calculations use 365 days, explicitly and consistently.

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