50% Return Sounds Great — Until You Ask How Long It Took

"I made 50% on that investment" is a statement missing its most important detail. 50% over 6 months and 50% over 6 years are completely different outcomes wearing the same headline number.

The same 50%, annualised

£10,000 growing to £15,000 is a 50% total return, full stop, regardless of how long it took. Annualised, that same 50% means very different things:

Time takenAnnualised return
1 year50.0%
3 years14.5%
7 years6.0%
15 years2.7%

A 50% return over 15 years is barely ahead of inflation. The identical headline number, over 1 year, would be an exceptional result. Total return alone can't tell these apart — only the annualised figure can.

The benchmark question nobody asks

The £10,000-to-£15,000, 3-year example annualises to 14.47%/year — genuinely strong. But strong compared to what? Against a 5% benchmark (a decent savings rate), the same £10,000 would have reached £11,576 over 3 years. The investment beat that by £3,424 — the number that actually tells you whether the risk was worth taking.

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Frequently Asked Questions

Is annualised return the same as CAGR?+
Yes — Compound Annual Growth Rate is the standard name for the same calculation: the constant yearly rate that would produce the same total return over the same period.
Why compare against a benchmark at all?+
Any return has to be judged against what you'd have earned doing nothing risky — without that comparison, there's no way to tell whether the extra risk of an investment was actually compensated.