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Investment Return Calculator

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Calculators > Investment return calculator

Investment Return Calculator

Click the above link to open the calculator in a new window.

Note:  best viewed in Chrome, Firefox or Vivaldi.

Use this calculator to calculate the return for any period on

bulletyour investment account/portfolio, or
bulleta single investment (stocks, real estate, etc.)

The calculator provides both total % return and annualized % return (internal rate of return).

To use the investment return calculator for calculating the returns on your investment account/portfolio:

bullet Enter the beginning market value, including any cash balances in the account, as of the start date.
bullet Enter the ending market value, including any cash balances in the account, as of the end date.
bullet Enter deposits you make to the account as positive amounts.
bullet Enter withdrawals you make from the account as negative amounts.
bullet Do not enter transactions made within the account, such as purchases, sales, dividends, etc.  The only entries should be your deposits to and withdrawals from the account.

To use the investment return calculator for calculating the returns on a single investment:

bulletEnter the the start date and the value on that date.  If this is the original purchase, enter the purchase date and purchase cost.
bulletEnter the end date and the value on that date.
bulletEnter the cost of additional purchases as positive amounts (deposits).
bulletEnter proceeds from sales as negative amounts (withdrawals), unless the entire investment is sold.
bulletIf you have sold the entire investment, use the proceeds as the end value, and the date of sale as the end date.
bulletIncome received from the investment should be entered as a negative amount on the date received.
bulletExpenses paid related to the investment should be entered as positive amounts on the date paid. 

Check out our other calculators.

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Revised: February 02, 2017

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