Herramientas Financieras

Calculadora de retorno de acciones

Calcula el retorno total de acciones incluyendo dividendos, ganancias de capital y rendimiento anualizado en cualquier período

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

Capital Gain ($)
$2,500.00+50.00%
Total Dividends Received
$0.00
Total Return ($)
$2,500.00+50.00%
Annualized Return (CAGR)
+8.45% / yr
Amount Invested
$5,000.00
Final Portfolio Value
$7,500.00

Year-by-Year Breakdown

YearPortfolio ValueCumulative DividendsTotal 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.

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