金融工具
Stock Return Calculator
Calculate total stock return including dividends, capital gains, and annualized performance over any time period
深受 1 万+ 开发者信赖
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
| 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.