What is investment return?

Investment return is the gain or loss generated on an investment over a specific period. It is typically expressed as a percentage of the initial investment.

What is the difference between total return and annualized return?

Total return is the overall percentage gain or loss from an investment over its entire holding period. Annualized return converts this total return into an average yearly percentage, making it easier to compare investments with different durations.

Why is annualized return important?

Annualized return provides a standardized way to compare the performance of different investments, regardless of how long they were held. It shows the average annual growth rate.

Does this calculator account for additional contributions or withdrawals?

No, this calculator provides a simple return calculation based on a single initial investment and a final value. For investments with multiple contributions or withdrawals, a more complex calculation like Modified Dietz or time-weighted return is needed.

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Investment Return Calculator

Calculate the total return and annualized return on your investments. Understand your investment growth over time with initial, final, and time period inputs.

Initial Investment [USD]

Final Value [USD]

Investment Period [Years]

Results

Total Return

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Annualized Return

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How to Use the Investment Return Calculator

Follow these steps to use the Investment Return Calculator.

1
Step 1
Enter the initial amount you invested.
2
Step 2
Input the final value of your investment.
3
Step 3
Specify the number of years your money was invested.
4
Step 4
Click 'Calculate' to see your total and annualized returns.

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