Performance
Investment return calculator
Measure a completed investment using its change in value, income received, fees and holding period.
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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