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Calculators > Investment Return Calculator

Investment Return Calculator

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

Use this calculator to calculate the return for any period on

bulletyour investment account/portfolio, or
bulletan individual investment

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:

bullet Enter the the start date and the value on that date.  If this is the original purchase, enter the purchase date and purchase cost.  The starting market value cannot be zero.
bullet Enter the end date and the value on that date.
bullet Enter the cost of additional purchases as positive amounts (deposits).
bulletEnter proceeds from sales as negative amounts (withdrawals), unless the entire investment is sold.
bullet If you have sold the entire investment, use the proceeds as the end value, and the date of sale as the end date.
bullet Income received from the investment should be entered as a negative amount on the date received.
bullet Expenses paid related to the investment should be entered as positive amounts on the date paid.

 

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Revised: August 08, 2017

 

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