Stock Return Calculator: Complete Guide to ROI, Profit & CAGR
The **Stock Return Calculator** helps investors measure the total return on their stock investments — including **capital gains**, **dividends**, and **fees** — over a chosen period. It provides both **absolute returns** and **annualized returns (CAGR)**, allowing you to compare different investments on an equal basis.
Formulas Used
Investment = Initial Price × Number of Shares Total Received = (Final Price × Shares) + Dividends - Fees Profit = Total Received - Investment Total Return (%) = (Profit / Investment) × 100 CAGR = [(Total Received / Investment)^(1 / Years) - 1] × 100
Example Calculation
Suppose you bought 100 shares at 100 each, held them for 3 years, and sold them at 150 each. You also received 500 in dividends and paid 100 in fees.
- Initial Investment = 100 × 100 = 10,000
- Total Received = (150 × 100) + 500 - 100 = 15,400
- Profit = 15,400 - 10,000 = 5,400
- Total Return = 54%
- CAGR = 15.4% per year
Why Use This Calculator?
- Compare performance of different stocks easily.
- Understand compounding via CAGR (annualized growth).
- Factor in dividends and fees for real-world accuracy.
- Track profitability over multiple years.
Tips for Stock Investors
- Focus on **long-term CAGR**, not short-term gains.
- Reinvest dividends for higher compounding returns.
- Account for inflation to calculate **real returns**.
- Use diversification to manage risk effectively.
Frequently Asked Questions
Q1: What is a good annualized return (CAGR)?
A CAGR of 10–15% is considered good for long-term equity investing.
Q2: Does this include dividends automatically?
Yes. Enter your total dividend income to include it in the return calculation.
Q3: Can I calculate losses too?
Absolutely. If your final price is lower than the initial price, it will display a negative profit and return percentage.
Conclusion
The Stock Return Calculator is an essential tool for every investor. It simplifies investment analysis, helps assess the effectiveness of your portfolio, and provides clear insights into how your wealth grows over time. Whether you’re tracking a single stock or an entire portfolio, understanding your CAGR and profit trends is key to long-term success in the stock market.