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ROI Calculator

Calculate return on investment, gain, and annualized ROI

0Net gain
0%ROI
0%Annualized ROI

ROI Calculator — what it does

Calculate return on investment from an initial investment, a final value, any additional costs and a holding period, producing net gain, ROI and annualised ROI. The annualised figure is the one that makes comparison honest: 50 percent over five years is a very different investment from 50 percent in one.

When this tool helps

  • Evaluating whether an equipment purchase, campaign or project earned its cost back.
  • Comparing two investments held for different lengths of time on equal terms.
  • Presenting a business case with a defensible return figure rather than a claim.

How to use it

  1. Enter the initial investment and the final value.
  2. Add any additional costs incurred along the way.
  3. Enter the investment period in years.
  4. Calculate to see net gain, ROI and annualised ROI.

Accuracy, limits, and good practice

  • Include every cost — installation, training, maintenance and the time your team spent — or the ROI flatters the decision that was made.
  • Annualised ROI is the only fair way to compare across different holding periods; raw ROI silently rewards whatever was held longest.
  • ROI ignores risk entirely. A 30 percent return on a certain outcome is not comparable to 30 percent on a speculative one.

Frequently asked questions

How is ROI calculated?

Net gain divided by total investment. Net gain is the final value minus the initial investment and all additional costs.

Why does annualised ROI matter?

It expresses the return as a yearly rate, so a five-year and a one-year investment can be compared on the same basis.

Can ROI be negative?

Yes, whenever total costs exceed the final value — which is exactly the case worth quantifying rather than avoiding.

Related tools on this site

Everything above runs inside this page. ROI Calculator needs no account, no upload, and no server round trip — close the tab and nothing is left behind.

ROI 投資回報率計算能做什麼

依初始投資、期末價值、額外成本與持有期間計算投資回報,得到淨收益、ROI 與年化 ROI。年化數字才讓比較誠實:五年賺 50% 與一年賺 50%,是完全不同的兩種投資。

什麼時候用得上

  • 評估設備採購、行銷活動或專案是否把成本賺回來。
  • 在相同基準下比較持有期間不同的兩項投資。
  • 在商業提案中提出站得住腳的回報數字,而不是一句宣稱。

使用步驟

  1. 輸入初始投資與期末價值。
  2. 加入過程中產生的額外成本。
  3. 輸入投資期間(年)。
  4. 計算後查看淨收益、ROI 與年化 ROI。

精確度、限制與實務建議

  • 所有成本都要算——安裝、教育訓練、維護,以及團隊投入的時間——否則 ROI 只是在美化已經做過的決定。
  • 跨不同持有期間比較,年化 ROI 是唯一公平的方式;原始 ROI 會默默偏袒持有最久的那個。
  • ROI 完全不考慮風險。確定結果的 30% 報酬,與投機性標的的 30% 不能相提並論。

常見問題

ROI 怎麼算?

淨收益除以總投資。淨收益是期末價值減去初始投資與所有額外成本。

年化 ROI 為什麼重要?

它把報酬換算成年率,讓五年期與一年期的投資能在同一基準上比較。

ROI 會是負的嗎?

會,只要總成本超過期末價值就是——而這正是最該量化、而非迴避的情況。

本站相關工具

以上步驟全部在這個頁面內完成,ROI 投資回報率計算 不需要註冊、不上傳檔案、也不經過伺服器,關閉分頁後不會留下任何資料。