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ROI worksheet

Grades 7–9 · CCSS 7.RP.A.3

Solve each problem and show your work. Round answers to 2 decimal places where needed.

1.
Problem 1.
- Amount invested: $10,000
- Amount returned (final value): $15,500
- Holding period: Start and end dates
- Date invested: Feb 1, 2022
- Date of return: Nov 26, 2025
Find: Total ROI
Answer
2.
Problem 2.
- Amount invested: $7,600
- Amount returned (final value): $12,000
- Holding period: Number of years
- Years held: 3 years
Find: Total ROI
Answer
3.
Problem 3.
- Amount invested: $9,000
- Amount returned (final value): $15,000
- Holding period: Start and end dates
- Date invested: Nov 25, 2020
- Date of return: Aug 5, 2026
Find: Total ROI
Answer
4.
Problem 4.
- Amount invested: $9,000
- Amount returned (final value): $12,000
- Holding period: Start and end dates
- Date invested: Mar 3, 2021
- Date of return: Mar 9, 2025
Find: Total ROI
Answer
5.
Problem 5.
- Amount invested: $10,250
- Amount returned (final value): $19,000
- Holding period: Number of years
- Years held: 7 years
Find: Total ROI
Answer
6.
Problem 6.
- Amount invested: $11,600
- Amount returned (final value): $18,000
- Holding period: Start and end dates
- Date invested: Dec 16, 2021
- Date of return: Jun 14, 2026
Find: Total ROI
Answer
7.
Problem 7.
- Amount invested: $11,000
- Amount returned (final value): $11,000
- Holding period: Number of years
- Years held: 5 years
Find: Total ROI
Answer
8.
Problem 8.
- Amount invested: $11,750
- Amount returned (final value): $15,000
- Holding period: Number of years
- Years held: 5 years
Find: Total ROI
Answer
9.
Problem 9.
- Amount invested: $8,000
- Amount returned (final value): $13,250
- Holding period: Number of years
- Years held: 6 years
Find: Total ROI
Answer
10.
Problem 10.
- Amount invested: $5,500
- Amount returned (final value): $17,500
- Holding period: Start and end dates
- Date invested: Jun 15, 2020
- Date of return: Oct 24, 2026
Find: Total ROI
Answer

Answer key: ROI worksheet

1. Total ROI: 55%
1. Find your gain: what came back minus what you put in
  $$15,500.00 - $10,000.00$ $= $5,500.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$5,500.00}{$10,000.00} \times 100$ $= 55%$
3. Count the days you held the investment
  $Nov 26, 2025 − Feb 1, 2022$ $= 1,394 days$
4. Turn the days into years by dividing by 365
  $\frac{1,394}{365}$ $= 3.8192 years$
5. Find how many times your money grew: what came back divided by what you put in
  $\frac{$15,500.00}{$10,000.00}$ $= 1.55$
6. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  ${1.55}^{\frac{1}{3.8192}} - 1 \times 100$ $= 12.1594%$
2. Total ROI: 57.89%
1. Find your gain: what came back minus what you put in
  $$12,000.00 - $7,600.00$ $= $4,400.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$4,400.00}{$7,600.00} \times 100$ $= 57.8947%$
3. Find how many times your money grew: what came back divided by what you put in
  $\frac{$12,000.00}{$7,600.00}$ $= 1.578947$
4. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  ${1.578947}^{\frac{1}{3}} - 1 \times 100$ $= 16.4455%$
3. Total ROI: 66.67%
1. Find your gain: what came back minus what you put in
  $$15,000.00 - $9,000.00$ $= $6,000.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$6,000.00}{$9,000.00} \times 100$ $= 66.6667%$
3. Count the days you held the investment
  $Aug 5, 2026 − Nov 25, 2020$ $= 2,079 days$
4. Turn the days into years by dividing by 365
  $\frac{2,079}{365}$ $= 5.6959 years$
5. Find how many times your money grew: what came back divided by what you put in
  $\frac{$15,000.00}{$9,000.00}$ $= 1.666667$
6. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  ${1.666667}^{\frac{1}{5.6959}} - 1 \times 100$ $= 9.3828%$
4. Total ROI: 33.33%
1. Find your gain: what came back minus what you put in
  $$12,000.00 - $9,000.00$ $= $3,000.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$3,000.00}{$9,000.00} \times 100$ $= 33.3333%$
3. Count the days you held the investment
  $Mar 9, 2025 − Mar 3, 2021$ $= 1,467 days$
4. Turn the days into years by dividing by 365
  $\frac{1,467}{365}$ $= 4.0192 years$
5. Find how many times your money grew: what came back divided by what you put in
  $\frac{$12,000.00}{$9,000.00}$ $= 1.333333$
6. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  ${1.333333}^{\frac{1}{4.0192}} - 1 \times 100$ $= 7.4201%$
5. Total ROI: 85.37%
1. Find your gain: what came back minus what you put in
  $$19,000.00 - $10,250.00$ $= $8,750.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$8,750.00}{$10,250.00} \times 100$ $= 85.3659%$
3. Find how many times your money grew: what came back divided by what you put in
  $\frac{$19,000.00}{$10,250.00}$ $= 1.853659$
4. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  ${1.853659}^{\frac{1}{7}} - 1 \times 100$ $= 9.2169%$
6. Total ROI: 55.17%
1. Find your gain: what came back minus what you put in
  $$18,000.00 - $11,600.00$ $= $6,400.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$6,400.00}{$11,600.00} \times 100$ $= 55.1724%$
3. Count the days you held the investment
  $Jun 14, 2026 − Dec 16, 2021$ $= 1,641 days$
4. Turn the days into years by dividing by 365
  $\frac{1,641}{365}$ $= 4.4959 years$
5. Find how many times your money grew: what came back divided by what you put in
  $\frac{$18,000.00}{$11,600.00}$ $= 1.551724$
6. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  ${1.551724}^{\frac{1}{4.4959}} - 1 \times 100$ $= 10.2661%$
7. Total ROI: 0%
1. Find your gain: what came back minus what you put in
  $$11,000.00 - $11,000.00$ $= $0.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$0.00}{$11,000.00} \times 100$ $= 0%$
3. Find how many times your money grew: what came back divided by what you put in
  $\frac{$11,000.00}{$11,000.00}$ $= 1$
4. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  $1^{\frac{1}{5}} - 1 \times 100$ $= 0%$
8. Total ROI: 27.66%
1. Find your gain: what came back minus what you put in
  $$15,000.00 - $11,750.00$ $= $3,250.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$3,250.00}{$11,750.00} \times 100$ $= 27.6596%$
3. Find how many times your money grew: what came back divided by what you put in
  $\frac{$15,000.00}{$11,750.00}$ $= 1.276596$
4. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  ${1.276596}^{\frac{1}{5}} - 1 \times 100$ $= 5.0052%$
9. Total ROI: 65.63%
1. Find your gain: what came back minus what you put in
  $$13,250.00 - $8,000.00$ $= $5,250.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$5,250.00}{$8,000.00} \times 100$ $= 65.625%$
3. Find how many times your money grew: what came back divided by what you put in
  $\frac{$13,250.00}{$8,000.00}$ $= 1.65625$
4. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  ${1.65625}^{\frac{1}{6}} - 1 \times 100$ $= 8.773%$
10. Total ROI: 218.18%
1. Find your gain: what came back minus what you put in
  $$17,500.00 - $5,500.00$ $= $12,000.00$
2. Find the ROI: the gain as a percent of what you put in
  $\frac{$12,000.00}{$5,500.00} \times 100$ $= 218.1818%$
3. Count the days you held the investment
  $Oct 24, 2026 − Jun 15, 2020$ $= 2,322 days$
4. Turn the days into years by dividing by 365
  $\frac{2,322}{365}$ $= 6.3616 years$
5. Find how many times your money grew: what came back divided by what you put in
  $\frac{$17,500.00}{$5,500.00}$ $= 3.181818$
6. Find the steady yearly rate that gives the same growth. Raise the growth to the power 1 ÷ years, take away 1 and make it a percent
  ${3.181818}^{\frac{1}{6.3616}} - 1 \times 100$ $= 19.9545%$