AnnualiseIt
Turn any short-term return into its yearly equivalent
Ever stared at a '1.56% quarterly return' on your super statement and had no idea if that's good or not? AnnualiseIt converts any short-term fund performance into a yearly return, so you can compare apples with apples — whether you're tracking a target rate, comparing funds, or just trying to make sense of your statement.
For Example
Is this fund on track to hit the 5.85% target they advertise?
Fund performance — January
| 1 month | 3 month | 6 month | |
|---|---|---|---|
| Fund XYZ | 0.89% | 1.56% | 3.00% |
Answer
Yes! With AnnualiseIt you can see that all three periods were on track for more than 5.85%.
Enter these values into the calculator below:
Add a target rate and a starting investment value to see the exact dollar gap — above or below — between each period's annualised return and the target.
Fund Returns
Month
Months
Months
Target Rate
Optional — enter both fields to compare each period against your goal
Target vs. Actual
Annualised using compound growth · (1 + r)n − 1