Free investment calculator
Investment return calculator
Measure an investment's gain or loss, total return and annualized performance after adding received income and deducting costs.
Investment details
Enter performance values
Designed for one initial investment without additional deposits or withdrawals during the holding period.
Return breakdown
See how value, income and costs combine into the final gain or loss.
How investment return is calculated
Net gain equals current or sale value plus received income, minus the initial investment, fees and taxes. Total return divides that gain by the initial investment. Annualized return converts the result into an equivalent yearly growth rate over the holding period. This simplified method is intended for an investment without intermediate deposits or withdrawals.
Track performance across your portfolio
Keep investments, purchase values and current values together to understand how each holding affects your net worth.