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Finance
Investment Return Calculator
Calculate gain, return and annualized return. Change the inputs below and the estimate updates immediately.
Input
Your numbers
Calculated result
Investment gain
$5,000.00
Total return
50%
Annualized return
14.47%
Estimate only. Verify important decisions with an appropriate professional or official source.
How to use it
A quick estimate, without the spreadsheet.
Inputs and units
Enter original investment, final value and years held.
Formula
Gain = final − initial; return = gain / initial × 100; annualized return = ((final / initial)^(1 / years) − 1) × 100.
Worked example
$10,000 becoming $12,100 over two years has a 21% total return and 10% annualized return.
Assumptions and limitations
Assumes no intermediate deposits or withdrawals. Dividends count only if included in final value; fees and taxes are not added.