Estimate total investment return including price gain, dividends, interest, rewards, fees, ROI, annualized return, inflation-adjusted return, and after-tax return.
Price return:
Ending value minus starting value.
Total return:
Ending value plus dividends, interest, rewards, and withdrawals, minus fees and cost basis.
ROI:
Total profit divided by the adjusted cost basis.
CAGR:
Annualized compound return over the holding period.
Price change alone can miss a large part of an investment’s performance, especially when dividends, interest, or rewards are involved.
This calculator is useful for stocks, ETFs, dividend funds, crypto rewards, bonds, savings products, and historical investment comparisons.
Total return includes both price change and income, such as dividends, interest, rewards, or distributions.
Price return only measures the change in asset value. Total return also includes income received from the investment.
Yes, if you enter dividends or income and keep “include income” checked.
Yes. It works for any investment where you know the starting value, ending value, income, fees, and years held.