Investment Return Calculator

Calculate investment return, total profit, ROI, annualized return, ending value, income, contributions, and growth. Use this calculator to estimate how much an investment gained or lost over time.

Calculate Investment Return

Total Return = Net Profit ÷ Total Invested × 100. Annualized return estimates the average yearly growth rate.
Your result will appear here.

How the investment return calculator works

Standard investment return:
Enter starting value, ending value, contributions, income, and fees to calculate total return.

Annualized return:
Enter the investment time period to estimate the average yearly return.

Future value:
Enter an annual return rate to estimate future ending value.

Required return rate:
Enter a target ending value to estimate the annual return needed.

Why use an investment return calculator?

An investment return calculator helps measure how much an investment gained or lost after contributions, income, dividends, and fees.

It can help compare investments, track performance, estimate future growth, and understand the effect of time on returns.

What your result means

Your result shows total return, net profit, annualized return, ending value, total invested, income received, and fees. A positive return means the investment gained money. A negative return means the investment lost money after costs.

Investment return calculator formulas

Frequently asked questions

What is investment return?

Investment return is the gain or loss from an investment compared with the amount invested.

How do you calculate investment return?

Subtract total invested and fees from ending value plus income. Then divide the net profit by total invested and multiply by 100.

What is annualized return?

Annualized return estimates the average yearly rate of return over the investment period.

Do dividends count toward investment return?

Yes. Dividends, interest, rental income, and other investment income can be included as income received.