Investment Return Calculator
Calculate your total and annualized return on any investment.
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Use our free calculators to plan your investments and see potential returns.
How to Calculate Investment Returns
Investment return measures how much your money has grown over a specific period. This calculator shows three key metrics:
Total Return — The dollar amount you gained or lost
Total Return Percentage — Your gain or loss as a percentage of your initial investment
Annualized Return — Your average yearly return, which helps compare investments of different durations
Example
If you invested $5,000 and it grew to $8,000 over 5 years:
- Total Return: $3,000
- Total Return: 60%
- Annualized Return: 9.86%
Why Annualized Return Matters
Comparing a 2-year investment to a 10-year investment using total return is misleading. Annualized return normalizes the result to a yearly rate, making comparisons fair and meaningful.