An Investment Return Calculator is a useful tool for measuring the financial performance of an investment. It compares the amount invested with the current or final investment value while also considering additional contributions, investment income, fees, and other expenses. The calculator provides key results such as net gain or loss, ROI percentage, investment duration, and estimated annualized return.
How to Use the Calculator?
Enter the investor and investment details, followed by the investment dates and amounts. Add the current or final value of the investment along with any dividends, interest, or other income received. You can also include fees and expenses. The calculator automatically processes the information and displays a clear investment return summary.
The completed calculation can be reviewed, printed or saved as a PDF, and downloaded for Excel for further recordkeeping or analysis.
Who Can Use It?
This calculator can be useful for individual investors, financial planners, small businesses, investment managers, and anyone who wants to review the performance of an investment.
Note: The results are estimates based on the values entered. Actual investment performance may differ, particularly when contributions or withdrawals occur at different times.
Investment Return Calculator
Calculate investment gain/loss, ROI, investment duration, and annualized return.
Investment Details
Enter the investment information that should appear on the return summary.
Investment Period & Contributions
Current Value, Income & Expenses
Review & Export
| Investor | Investment | ||
|---|---|---|---|
| Type | Reference | ||
| Notes | |||
| Start Date | End / Current Date | ||
|---|---|---|---|
| Duration | Total Invested | ||
| Initial Investment | Additional Contributions |
| Current / Final Value | Total Investment Income | ||
|---|---|---|---|
| Fees & Expenses | Net Gain / Loss | ||
| ROI | Annualized Return |
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