Investment Return Calculator — Calculate Total Returns
Free investment return calculator. Calculate total returns and annualized performance of your investments.
Formula: (Final Value - Initial Value) / Initial Value × 100
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What Is This Calculator?
An investment return calculator measures the percentage gain or loss on an investment. It helps you evaluate whether an investment met your expectations and compare it against alternatives or benchmarks.
How to Calculate
To calculate investment return: 1) Find the final value of the investment. 2) Subtract the initial investment. 3) Divide by the initial investment. 4) Multiply by 100. Formula: Return = (Final − Initial) / Initial × 100.
Examples
Example: You invested $10,000 and it is now worth $18,000. Return = ($18,000 − $10,000) / $10,000 × 100 = 80%.
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Morningstar provides detailed investment return analysis and benchmarking for stocks, funds, and ETFs.
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