Investment Return Calculator

Analyze your investment performance and calculate returns on your portfolio over different time periods.

Initial Investment ($)

Final Investment Value ($)

Investment Period (years)

Additional Contributions ($)

Contribution Frequency

Investment Results

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Principal

Growth

0.00% Annualized Return

Initial Investment

Additional Contributions

Total Invested

Final Value

Return Amount

Total Return 0.00%

Annualized Return 0.00%

Investment Period

Understanding Investment Return Calculations

The Investment Return Calculator helps you analyze the performance of your investments over time. By entering your initial investment, final value, and investment period, you can determine both the total return and the annualized return rate of your investment.

Key Features of Our Investment Return Calculator

Calculate total return percentage and amount
Determine annualized return rate (CAGR - Compound Annual Growth Rate)
Account for additional contributions over time
Instant results with no account required
Free to use and mobile-friendly

Understanding Investment Return Metrics

When evaluating investment performance, several key metrics can help you assess how well your investments have performed:

Total Return: The overall percentage gain or loss on your investment
Annualized Return: The yearly rate of return that would give you the same final value over the investment period (CAGR)
Return Amount: The absolute dollar amount gained or lost on your investment
Total Invested: The sum of your initial investment and all additional contributions

How to Use This Calculator

To calculate your investment return:

Enter your initial investment amount
Enter the final value of your investment
Specify the investment period in years
Optionally, enter any additional contributions you made during the investment period
Select how often you made additional contributions (monthly, quarterly, etc.)
Click "Calculate Return" to see your results

For investments with irregular contributions or withdrawals, this calculator provides an approximation. A more sophisticated calculation method like Internal Rate of Return (IRR) would provide more accurate results for complex investment scenarios.