Investment Return Calculator

Use after a position is closed or when you have a clear cost basis and a current or exit value. Percent return is relative to what you put in, not annualized.

For multi-year performance as one annual rate, use a CAGR tool or add years and use the growth calculator.

Return on amount invested

Amount you invested ($)

Ending value ($)

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How this is calculated

Gain = ending value − amount invested. Return % = (ending ÷ beginning − 1) × 100 when beginning > 0.

Losses show as negative dollars and a negative percentage.

Use this tool for

• Checking a single stock round-trip after you sell.
• Explaining to a partner how a bonus invested last year moved in dollar terms.
• Logging a quick before/after for a portfolio slice.

Common questions

Dividends or fees not in my ending value?

Ending value should match your statement total return including reinvested distributions and after any fees.

Annualized return?

This page is total return only; divide by years mentally for a rough average, or use CAGR elsewhere.