Home Loan Calculator Mortgage Calculator Paycheck Calculator Debt Payoff Calculator Investment Return Calculator Dividend Calculator Blog

Stock Return Calculator

Calculate your stock investment performance and measure your returns

$
$
?
Check this option to include dividends received during the investment period in your return calculations.
?
Check this option if your stock has undergone splits during the investment period. This will adjust your return calculations accordingly.

Investment Results

Results will be displayed here
Initial Investment
Current Value
0.00% Total Return
Initial Investment $0.00
Current Value $0.00
Total Gain/Loss $0.00
Total Return 0.00%
Annualized Return (CAGR) 0.00%
Price Return 0.00%
Investment Period 0 years

Understanding Stock Returns

Our Stock Return Calculator helps you measure the performance of your stock investments. Whether you're tracking past investments or planning future ones, this calculator provides valuable insights into your investment returns.

Key Features of Our Stock Return Calculator

  • Calculate total return including both price appreciation and dividends
  • Measure annualized returns (CAGR) for accurate performance comparison
  • Account for stock splits in your return calculations
  • View clear breakdown of price returns vs. dividend returns
  • Visualize investment growth with an interactive chart

Understanding Return Metrics

When analyzing stock investments, these key metrics help you evaluate performance:

  • Total Return: The overall percentage gain or loss on your investment, including both price changes and dividends
  • Annualized Return (CAGR): The Compound Annual Growth Rate shows the year-over-year growth rate of an investment over a specified time period
  • Price Return: The return from changes in the stock price alone, excluding dividends
  • Dividend Return: The portion of total return attributed to dividends received
  • Total Gain/Loss: The absolute dollar amount gained or lost on the investment

How to Use This Calculator

To calculate your stock returns:

  1. Enter the initial (purchase) price of the stock
  2. Input the current (or selling) price of the stock
  3. Specify the number of shares purchased
  4. Select the investment period (days, months, or years) and enter the length
  5. Optionally include dividends received and account for any stock splits
  6. Click "Calculate Returns" to see your investment performance

Types of Returns

The calculator provides several perspectives on your investment returns:

  • Absolute Return: The total percentage gain or loss on your investment
  • Annualized Return: Essential for comparing investments over different time periods
  • Total Return: Combines both price appreciation and income from dividends

Remember that past performance is not a guarantee of future results. Use this calculator as a guide to understand historical returns, but always consider other factors when making investment decisions.