Glossary

CAGR

Compound annual growth rate is the constant annual rate that links a start value and end value over time.

Plain-language meaning

CAGR, or compound annual growth rate, is the steady annual growth rate that would take a starting value to an ending value over a chosen number of years.

Example

If a value grows from 10,000 to 14,000 over 5 years, CAGR answers: what constant annual rate would produce the same overall change? It smooths the path into one annualized number.

What CAGR hides

CAGR does not show volatility. A value might rise sharply, fall, and then recover, while still ending with the same CAGR as a smooth growth path.

Limitations

CAGR is useful for comparing long-term growth, but it does not include fees, taxes, cash flows added during the period or risk. It should not be read as a forecast.

FAQ

Is CAGR the same as average annual return?

No. CAGR is a compounded annualized rate between two endpoints. A simple average of yearly returns can give a different result.

Can CAGR be negative?

Yes. If the ending value is lower than the starting value, CAGR is negative.