Investment Return Calculator
Find the return on money you put into an investment. The page shows the total return, and the yearly rate that would take the start value to the end value.
- Free
- Works offline after your first visit
- Saves on this device
- No sign-up
- Updated
How it works
Total return is the end value minus the start value, divided by the start value, shown as a percent. The yearly rate is the steady rate that, applied each year, turns the start value into the end value over the years you enter.
Fees, taxes and money added along the way are not counted, because the page compares only the start and end values.
Worked example
Money that started at $10,000.00 and is worth $14,500.00 after 3 years gained $4,500.00. The total return is 45%, and the yearly rate is 13.19%.
Questions
What is an annualized return?
It is the steady yearly rate that gives the same result as the real path. Two investments can end at the same value after very different ups and downs, and this rate hides that.
Can I enter part of a year?
Yes. Eighteen months is 1.5 years, so type the years as a decimal.
What if I added money along the way?
This page does not count it. Use the investment calculator for a plan with regular deposits.
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