Investment Return Calculator
Calculate investment returns including capital gains, dividends, and total return percentage. Track portfolio performance over time.
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Formula
Total Return % = ((Final Value - Initial Investment + Dividends) / Initial Investment) × 100Example
initial Investment:10000
final Value:12500
dividends:500
total Return:30
annualized Return:8.45
Frequently Asked Questions
Total Return % = ((Final Value - Initial Investment + Dividends) / Initial Investment) × 100. For $10,000 growing to $12,500 with $500 in dividends: ((12,500 - 10,000 + 500) / 10,000) × 100 = 30% total return.
Total return is the cumulative gain over the entire period. Annualized return is the average yearly return, useful for comparing investments of different durations. A 30% total return over 3 years is approximately 9.14% annualized.
Yes, always include dividends for accurate total return. Dividends can represent a significant portion of returns, especially for income-focused investments. Excluding them understates your true performance.
Historical stock market average is 10% annually. 7-8% after inflation is solid long-term. "Good" depends on asset class, risk level, and time period. Compare against relevant benchmarks like S&P 500.
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Visit Learning HubLast updated: 2025-11-13