What is the Mutual Fund Return Calculator?

The Mutual Fund Return Calculator is a useful tool for investors and financial planners to determine the annualized return on a mutual fund investment. By entering the initial investment amount, the final value, and the investment duration in years, the tool calculates the compounded annual growth rate (CAGR). This helps you evaluate the performance of your investment and make informed financial decisions.

How to Use:

1. Enter Initial Investment [Currency]: Input the amount you initially invested in the mutual fund.
2. Enter Final Value [Currency]: Input the current or final value of the investment.
3. Enter Investment Duration (Years): Specify the number of years the investment was held.
4. Click “Calculate”: The tool instantly computes the annualized return (CAGR).
5. Review Result: The output shows the annualized return percentage, giving you a clear understanding of the investment’s growth rate.