Stock Return Calculator
Calculate total stock return including dividends, capital gains, and annualized performance over any time period
Investment Details
Optional / Annualized
Total Return
$2,500.00
+50.00% overall· +8.45% CAGR/yr
Invested
$5,000.00
Final Value
$7,500.00
Breakdown
Year-by-Year Breakdown
| Year | Portfolio Value | Cumulative Dividends | Total Return |
|---|---|---|---|
| Year 1 | $5,500.00 | — | +$500.00 |
| Year 2 | $6,000.00 | — | +$1,000.00 |
| Year 3 | $6,500.00 | — | +$1,500.00 |
| Year 4 | $7,000.00 | — | +$2,000.00 |
| Year 5 | $7,500.00 | — | +$2,500.00 |
Portfolio value assumes linear price appreciation from buy to final price. Cumulative dividends use the annual dividend per share entered above.
For informational purposes only. Past performance does not guarantee future results. Does not account for taxes, broker fees, or dividend reinvestment.
Sigue explorando
Otras herramientas de Herramientas Financieras que te pueden gustar…
Calculadora de ganancias cripto
Calcula las ganancias y pérdidas en criptomonedas — introduce precio de compra, venta y comisiones para ver tu P&L y ROI
Calculadora de rendimiento de dividendos
Calcula el rendimiento por dividendo, los ingresos anuales y el yield on cost para cualquier acción
Planificador de presupuesto
Registra ingresos y gastos mensuales, calcula la tasa de ahorro y visualiza tu presupuesto