📈 Stock Return Calculator
Calculate stock returns including total return, annualized return, and compound annual growth rate (CAGR) with dividend reinvestment analysis and comprehensive investment performance metrics.
Your Result:
📈 Stock Return Analysis
How to Use This Stock Return Calculator
How to Use the Stock Return Calculator:
- Enter your initial stock purchase price and number of shares
- Input the final/current stock price
- Add any dividends received during the holding period
- Specify the holding period in years (supports decimals)
- Include any trading fees, commissions, or costs
- Check "Show Detailed Analysis" for comprehensive metrics
- Click "Calculate Stock Return" to see your results
Pro Tips: Include all costs for accurate returns, and use the CAGR metric to compare investments across different time periods!
How It Works
Professional Stock Return Analysis Technology:
Our calculator uses proven financial formulas to provide comprehensive stock return analysis:
- Total Return: ((Final Value + Dividends - Initial Investment - Costs) ÷ Initial Investment) × 100
- Capital Gains Return: ((Final Price - Initial Price) ÷ Initial Price) × 100
- Dividend Yield: (Total Dividends ÷ Initial Investment) × 100
- Annualized Return (CAGR): ((Final Value ÷ Initial Value)^(1/Years)) - 1
- Return Per Year: Total Return ÷ Holding Period in Years
Features Include: Total return calculations, compound annual growth rate (CAGR), dividend yield analysis, cost impact assessment, and performance benchmarking for comprehensive investment evaluation.
When You Might Need This
- • Long-term stock investment performance analysis
- • Portfolio rebalancing return optimization
- • Retirement planning investment projections
- • Client portfolio performance reporting
- • Investment advisory service analytics
- • Stock performance vs benchmark comparison
Frequently Asked Questions
How do I calculate total stock return including dividends?
Enter your initial and final stock prices, number of shares, total dividends received, and holding period. The calculator computes capital gains plus dividends minus costs to show your total return as both dollar amount and percentage.
What's the difference between total return and annualized return (CAGR)?
Total return is your complete gain/loss over the entire holding period. Annualized return (CAGR) shows what your average yearly return was, allowing you to compare investments held for different time periods.
How is compound annual growth rate (CAGR) calculated?
CAGR = ((Final Value / Initial Value)^(1/Years)) - 1. This shows the annual growth rate that would compound to your total return over the holding period, providing a standardized way to compare investments.
How do trading fees impact my returns?
All fees are subtracted from your total investment gain to calculate net returns. The calculator shows both gross returns (before fees) and net returns (after fees) so you can see the true cost impact on your investment performance.