Investment

Stock Return Calculator

Calculate your stock investment returns and annualized performance

ROI AnalysisCAGR CalculationInclude Dividends

Disclaimer

This calculator is for educational purposes only. Results are estimates based on your inputs. Consult a qualified financial advisor for personalized advice. Read full disclaimer

Enter Your Investment Details

Initial Investment ($)

Current/Final Value ($)

Investment Period (Years)

Total Dividends Received ($)

Stock Return Formula (CAGR)

Compound Annual Growth Rate - the annualized return on investment

CAGR = \left(\frac{FV}{IV}\right)^{\frac{1}{n}} - 1

Where:

CAGR

Compound Annual Growth Rate

FV

Final value (including dividends)

IV

Initial investment

n

Number of years

Example:

$10,000 growing to $15,000 over 5 years (with $500 dividends) = 9.2% annualized return

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