Investment return calculator
Total and annualized return on a position
Enter what you paid, what it is worth, any dividends received and how long you held it. Get total return, annualized return and profit.
- Total return
- 37.00%
- Annualized return
- 11.06%
- Profit
- $3,700
What the inputs mean
- Amount invested
- Total cost basis.
- Current value
- Market value today.
- Dividends received
- Cash income collected over the holding period.
- Years held
- Holding period; fractions are allowed.
Formula
Worked example
$10,000 invested, now $13,400, $300 of dividends, 3 years → 37% total, 11.06% a year.
Questions people ask
Should dividends be included?
Yes for total return. Excluding them understates the result of anything with meaningful income.
Limitations
Every result here is arithmetic on the numbers you enter. It carries no view on any specific security, assumes returns are steady when real returns are not, and ignores taxes, slippage and commissions. Use it to size and sanity-check, not to forecast.
Now run it on a real ticker
Score any name free, then bring the number back here.
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Understand the inputs
Autonium publishes research, not recommendations. Scores, factors and written reads describe historical and current data and are not buy or sell advice. Not financial advice. Market data is refreshed on a schedule and may lag. See our methodology and disclosures.