What Is a Good ROI? Benchmarks and Expectations

One of the most common questions people ask after calculating their return is: "Is this a good ROI?" The honest answer is that it depends. What counts as a good return varies significantly based on the type of investment, the level of risk, the time horizon, and industry norms.

That said, there are well-established benchmarks that can help you set realistic expectations and evaluate your results in context.

General Rule of Thumb

As a baseline, an annual ROI of 7% to 10% is generally considered good for long-term, moderate-risk investments. This range reflects the historical average annual return of the U.S. stock market (S&P 500) after adjusting for inflation, which has been roughly 7% over the past century.

If your investment consistently returns more than 10% annually, it is performing above average. Returns significantly higher than that often come with proportionally higher risk — which brings us to the relationship between risk and reward.

ROI Benchmarks by Investment Type

Investment TypeTypical Annual ROIRisk Level
Savings account / CDs3–5%Very low
Bond funds4–6%Low
S&P 500 index fund7–10%Moderate
Real estate (rental)8–12%Moderate
Small business15–30%High
Digital marketing200–500% (ROAS)Variable
Venture capital / startups25%+ targetVery high

Why Context Matters More Than a Number

A 15% ROI from a rental property is excellent when you consider the relative stability of real estate. That same 15% from a cryptocurrency investment might not be worth the volatility and risk of losing your principal. Context always matters.

When evaluating your ROI, consider these factors:

  • Time horizon: A 50% return over 10 years averages about 4.1% per year — modest by most standards. Always compare annualized returns.
  • Risk: Higher returns usually require accepting higher risk. If you cannot afford to lose the money, a lower-ROI, safer investment may be more appropriate.
  • Opportunity cost: Compare your ROI against what you could have earned putting the same money elsewhere. If an index fund would have returned 9% and your investment returned 6%, your relative performance was below market.
  • Liquidity: Money locked in real estate or a private business cannot be easily accessed. Consider whether the higher ROI justifies the reduced flexibility.
  • Inflation: A 5% nominal return in a year with 3% inflation means your real purchasing power only increased by about 2%.

Industry-Specific Expectations

Stock market investors generally consider 7–10% annual returns (including dividends) to be good. Beating the S&P 500 consistently is considered excellent and is something most professional fund managers fail to do.

Real estate investors typically look for a cash-on-cash return of 8–12% for rental properties. House flippers often target 15–20% per flip, though this involves more active work and higher risk.

Marketers often use ROAS rather than ROI. A ROAS of 3:1 to 5:1 is generally considered healthy for e-commerce, but this varies widely by industry and profit margins.

Small business owners frequently see ROIs of 15–30% on operational investments like equipment, hiring, and process improvements. The higher returns reflect the effort and risk of running a business.

Check Your Own ROI

Wondering how your investment stacks up? Use our free ROI Calculator to see your exact return percentage. For a deeper understanding of the formula, visit our guide on how to calculate ROI. If you are comparing advertising metrics, our ROI vs ROAS comparison explains when each metric applies.

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