Free Stock Return Calculator - Evaluate Your Performance
Calculate your stock returns, evaluate capital gains, and analyze your annualized total return.
Formula & Methodology
Total return accounts for both capital appreciation and dividend income, offering a full picture of investment performance.
- Total Return = (Current Price × Shares) - (Purchase Price × Shares) + Dividends - Fees
Worked Example
Using the Stock Return Calculator: apply the formula above to your input values. For instance, Total Return = (Current Price × Shares) - (Purchase Price × Shares) + Dividends - Fees. The tool performs each step instantly and shows the result.
Frequently Asked Questions
What is total stock return?
It combines price change and dividends received, expressed as a percentage of your original investment.
What is annualized return?
It restates your total return as a steady yearly rate, letting you compare holdings of different lengths fairly.
Why include reinvested dividends?
Reinvesting compounds your returns, and over long periods it often makes up a large share of total gains.