Overview

The Investment Return Calculator computes your profit or loss ratio relative to the original investment. Enter the purchase and sale amounts along with the holding period to see total return, annualized return (CAGR), and realized gains.

Formula

Total Return (%) = (Sale Amount - Purchase Amount) / Purchase Amount × 100. CAGR = ((Sale Amount / Purchase Amount)^(1/Years) - 1) × 100.

How to Use

1. 1Enter the initial investment (purchase amount).
2. 2Enter the current value or sale amount.
3. 3Set the investment period (years or months).
4. 4Enter any additional costs (fees, taxes, etc.) if applicable.
5. 5Click Calculate to view the return rate and profit/loss.

Tips

• ✔CAGR is better for comparing investments with different time horizons than simple return.
• ✔Include fees and taxes in your calculation for an accurate picture of net returns.
• ✔Consider inflation-adjusted (real) returns to understand actual purchasing power changes.

FAQ