Performance
Investment return calculator
Measure a completed investment using its change in value, income received, fees and holding period.
Save comparisons and download reports. Free accounts can keep named calculations, optional client names and export history for later.
How to use this calculator & common questions
Total return captures more than price
A price gain alone can miss dividends, distributions and costs. This result adds income and subtracts fees before comparing final proceeds with the initial investment.
Annualized return translates the full holding-period result into an equivalent yearly rate. It assumes there were no deposits or withdrawals during the period.
What if I added money during the investment?
This simple annualized result will be distorted. Use a money-weighted return calculation for multiple dated cash flows.
Are taxes included?
No. Enter only investment fees; tax treatment depends on account type and personal circumstances.
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