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  Investment Return Calculator  

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USTaxTips.net Calculators -> Investment return calculator information  Note:  This calculator will retain data.  Click Reset before closing if using on a public computer.
This calculator is best viewed in Chrome, Firefox, or Vivaldi.  Printing works best from Chrome or Vivaldi.

 

 

 

 

Investment Return Calculator  
Name (Acct/Investment)
Start date (mm/dd/yyyy)
Value on start date
End date (mm/dd/yyyy)
Value on end date
Change in value
Deduct deposits, add back withdrawals
Net increase (decrease) in value
Weighted average invested amount
Total % return
Annualized % return (internal rate of return)  
Dates must be entered in chronological order.  Otherwise, the results will not be correct.
Results are calculated automatically when you hit the enter key, tab out of a cell, select a new cell, or click on the Calculate button above.
 
Notes Date
(mm/dd/yyyy)
Deposits
-Withdrawals
 

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Revised: August 08, 2017

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