金融工具

股票收益率计算器

计算股票总收益,包括股息、资本利得及任意时间段的年化表现

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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