Calculators >
Investment return calculator
Click the link above to open the calculator
in a new window.
Use this calculator to calculate the return
for any period on
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your investment account/portfolio, or |
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an individual investment |
The calculator provides both total % return
and annualized % return (internal rate of return).
To use the investment return calculator for calculating the
returns on your investment account/portfolio:
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Enter the beginning market value, including any
cash balances in the account, as of the start date. |
|
Enter the ending market value, including any cash
balances in the account, as of the end date. |
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Enter deposits you make to the account as positive
amounts. |
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Enter withdrawals you make from the account as
negative amounts. |
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Do not enter transactions made within the account,
such as purchases, sales, dividends, etc. The only entries
should be your deposits to and withdrawals from the account. |
To use the investment return calculator for calculating the
returns on a single investment:
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Enter the the start date and the value on that
date. If this is the original purchase, enter the purchase date
and purchase cost. |
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Enter the end date and the value on that date. |
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Enter the cost of additional purchases as
positive amounts (deposits). |
| Enter proceeds from sales as negative amounts
(withdrawals),
unless the entire investment is sold. |
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If you have sold the entire investment, use
the proceeds as the end value, and the date of sale as the
end date. |
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Income received from the investment should be entered
as a negative amount on the date received. |
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Expenses paid related to the investment should be
entered as positive amounts on the date paid. |
Check out our other calculators.
Revised: January 02, 2012
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