Advertisement
Ad Slot: top-banner
Understanding your investment returns helps you make informed decisions. This calculator determines your total return, percentage gain, and annualized return to compare performance across different investments and time periods.
Investment Return Calculator
$
$
years
Results
Total Return
$5,000.00
Total Return %
50.00%
Annualized Return
$14.47
Sponsored
Open a Brokerage Account
Start investing with a top-rated online broker. Low fees, great tools.
Get StartedWe may earn a commission from partner links. This does not affect our recommendations.
Advertisement
Ad Slot: in-content
How It Works
Total return is the difference between final value and initial investment. Annualized return adjusts this to a per-year basis for fair comparison across different holding periods.
Formula
Total Return % = (Final - Initial) / Initial × 100; Annualized = ((Final/Initial)^(1/years) - 1) × 100Assumptions
- No additional contributions or withdrawals
- Returns are pre-tax
- Dividends reinvested
This calculator provides estimates for informational purposes only and does not constitute financial, tax, or legal advice. Consult a licensed professional before making financial decisions.
Frequently Asked Questions
Related Calculators
Advertisement
Ad Slot: sidebar