📈 Investing & Wealth
Stock Return Calculator (ROI & CAGR)
Easily calculate the total return and annualized return (Compound Annual Growth Rate) of your stock investments, factoring in capital appreciation and collected dividends.
TOTAL PORTFOLIO VALUE
$0
Including initial investment and returns
Total Return (ROI)0%
+$0Total Profit
Annualized Return (CAGR)
0%
Average compound growth per year
Quick Breakdown
Capital Appreciation$0
Dividend Yield Contribution0%
Annualized return (CAGR) is the most accurate way to compare investments held for different lengths of time.
How to Read Your Results
Understanding stock market returns is crucial for growing your wealth. Here is what the numbers mean:
- Total Return (ROI): The absolute percentage your money has grown, including price appreciation and cash dividends.
- Annualized Return (CAGR): The Compound Annual Growth Rate. This smoothes out volatility and tells you what your investment effectively earned each year on average. If you held a stock for 5 years, this is the number you compare against the S&P 500's historical ~10% average.
- Capital Appreciation: Profit made strictly from the stock price going up.
