What is the formula for 5 year CAGR?

Asked by: Shea Cormier  |  Last update: April 6, 2025
Score: 4.4/5 (26 votes)

Calculate the total number of years or periods over which the growth occurred. Use the formula: CAGR = (Ending Value / Starting Value)^(1 / Number of Years) – 1. Multiply the result by 100 to express the CAGR as a percentage.

How to calculate CAGR for 5 years?

To calculate the CAGR of an investment:
  1. Divide the value of an investment at the end of the period by its value at the beginning of that period.
  2. Raise the result to an exponent of one divided by the number of years.
  3. Subtract one from the subsequent result.
  4. Multiply by 100 to convert the answer into a percentage.

What is the formula for 5-year CAGR in Excel?

To calculate a 5-year CAGR, you must enter 5 for the number of years in the CAGR formula which is = (Ending Value / Beginning Value)^(1 / Number of Years) – 1.

How do you calculate 5-year annual growth rate?

The average annual growth rate (AAGR) is calculated by getting the growth rate for each time period, adding them together, and then dividing the resulting figure by the total number of time periods.

How do you write the CAGR formula?

How to calculate CAGR?
  1. Divide the investment value at the end of the period by the initial value.
  2. Increase the result to the power of one divided by the tenure of the investment in years.
  3. Subtract one from the total.

CAGR explained

23 related questions found

What is the difference between average growth rate and CAGR?

CAGR helps in forecasting revenue growth, setting realistic goals, and assessing the viability of long-term projects. Meanwhile, AAGR offers a quick glance at steady growth patterns, assisting in short-term planning or performance assessment over consistent periods.

What is the formula for CAGR in Excel irr?

The formula generally used to calculate CAGR is =((End Value/Start Value)^(1/Periods) -1.

How do you calculate rate of return for 5 years?

Assume a $10,000 investment grows to $12,000 over a five year period. To calculate the total return over the period, divide the ending value by the beginning value and then subtract one. [ (12,000/10,000) – 1 = 0.20 = 20% ] It might seem like a 20% return over five years would equate to a 4% annual return.

How do you calculate revenue growth for 5 years?

The revenue growth formula

To calculate revenue growth as a percentage, you subtract the previous period's revenue from the current period's revenue, and then divide that number by the previous period's revenue.

What is a good CAGR?

What Is a Good CAGR? For companies with large capitalization, a CAGR in sales of 5% to 12% is good. For small-cap and midcap companies, a CAGR of 15% to 30% is good. Startup companies, on the other hand, should have a CAGR ranging from 100% to 500%.

How do you calculate 5 year growth in Excel?

Here's an example of calculating CAGR in Excel:
  1. Let's say the starting value is $100,000, and the ending value is $150,000 over a 5-year period.
  2. The number of years is 5.
  3. Plugging the values into the CAGR formula: CAGR = (150,000 / 100,000)^(1/5) – 1 CAGR = 1.0819 – 1 = 0.0819 or 8.19%

What is 5 year CAGR revenue?

Revenue CAGR (5y) measures the five-year compound annual growth rate in Revenue. Compound annual growth rate (CAGR) is a commonly used business and investing term that measures the growth of a metric over multiple periods.

What is the formula for CAGR in Google Sheets?

How to compute a CAGR in Google Sheets. If you assume the beginning and last year of the period are T and Te, respectively, and the revenue in year T is R, and Re in year Te, respectively, the CAGR is computed by the following formula: (Re/R)^(1/(Te-T)-1.

How to calculate 5 year CAGR in Excel?

To calculate a 5 year CAGR input 5 for the number of years in the CAGR formula = (Ending Value / Beginning Value)^(1 / Number of Years) – 1.

How do you calculate 5 year average return?

To calculate the average return for the investment over this five-year period, the five annual returns are added together and then divided by 5.

How do you calculate CAGR of 5 years?

CAGR Formula
  1. CAGR (%) = (Ending Value ÷ Beginning Value) ^ (1 ÷ Number of Periods) – 1.
  2. CAGR (%) = (Future Value ÷ Present Value) ^ (1 ÷ Number of Periods) – 1.
  3. Future Value (FV) = Present Value (PV) × (1 + CAGR) ^ Number of Years.

How do you calculate ROI for 5 years?

You have the initial value of the investment as Rs 30 lakh and the final value of the investment as Rs 50 lakh. You have held the investment for five years. The holding period is five years. Annualised Return = 50,00,000 – 30,00,000 / 30,00,000 * 100 * (1/5) Annualised Return = 13.33%.

How do you calculate growth rate over 5 years?

To calculate the average growth rate of your company, you first need to divide the present by the past value, then multiply that number by 1/N (where N is the number of years). Finally, subtract the result by 1, and you'll get the average growth rate.

Is annualized return the same as CAGR?

What is CAGR? CAGR, or Compound Annual Growth Rate, measures the rate of return of an investment over a certain period, in percentage terms. In other words, CAGR is the imaginary growth rate at which an investment is expected to grow steadily on an annually compounded basis. CAGR is also known as an annualised return.

How much money do I need to invest to make $3,000 a month?

$3,000 X 12 months = $36,000 per year. $36,000 / 6% dividend yield = $600,000. On the other hand, if you're more risk-averse and prefer a portfolio yielding 2%, you'd need to invest $1.8 million to reach the $3,000 per month target: $3,000 X 12 months = $36,000 per year.

What is a good ROI for 5 years?

Determining a good return on investment (ROI) over a period of five years can help investors make informed decisions. Generally, a good ROI over five years is around 7-10% annually.

How to calculate CAGR manually?

  1. You may calculate CAGR using the formula: CAGR = (Ending Investment Value) / (Beginning Investment Value) ^ (1/n) -1. ...
  2. You may calculate CAGR using the ClearTax CAGR Calculator. ...
  3. CAGR shows you the smoothened average annual return earned by your investment each year.

What is a good IRR for 5 years?

For unlevered deals, commercial real estate investors today are generally targeting IRR values of somewhere between about 6% and 11% for five to ten year hold periods, with lower-risk deals with a longer projected hold period on the lower end of that spectrum, and higher-risk deals with a shorter projected hold period ...

What is the difference between growth rate and CAGR?

When calculating CAGR, you have to account for compounding. However, growth rate is a linear measure that does not factor in compound growth.