How to use the Stock Return Calculator
Calculate a share investment’s holding-period return and annualized rate using your own inputs.
Calculation formula
Total investment return = (sale proceeds + dividends − trading fees − initial cost) ÷ initial cost; CAGR = (ending proceeds ÷ initial cost)^(1/years) − 1.
Recommended steps
- Enter values using the units shown beside each field.
- Review whether the example assumptions match your situation.
- Run the calculator and compare the key metrics.
- Use the source data or official rates when precision matters.
Known limitations
Simple cash dividend inclusive return; CAGR shown only when ending value is positive. Does not automatically adjust stock splits or reinvest distributions.
Open the calculator →