Investment Return Calculator

Analyze your investment performance: ROI, annualized return, and break-even analysis.

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Total Return —
Return on Investment (ROI) —
Annualized Return (CAGR) —
Total Dividends / Income —
Total Gain (incl. dividends) —

Break-Even Analysis

Enter a target return rate to find out how many years it would take to achieve it, assuming the same compound annual growth rate (CAGR).

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How ROI Is Calculated

ROI = (Final Value − Initial Investment) / Initial Investment × 100%. CAGR = [(Final Value / Initial Investment)^(1/years) − 1] × 100%. CAGR (Compound Annual Growth Rate) smooths the return into a single annualized rate, making it easier to compare investments of different durations.

About this Calculator

The Investment Calculator is a free, easy-to-use tool for stocks, returns, growth. Simply enter your values and get instant, accurate results — no signup required. All calculations run locally in your browser, so your data stays completely private.

Privacy Note: All calculations are performed locally in your browser. No data is ever sent to a server or third party.

📖 Want the full walkthrough?
Read our plain-language guide on how this works — the formula, the levers that move your result, and common pitfalls to avoid.
Read the Guide →

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