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    Finance & Tax

    Investment return calculator

    Compare an investment’s final value with what you originally paid. Add income such as dividends and subtract fees to separate net profit from percentage return. Annualization expresses the same end-to-end change as a constant yearly rate; it does not predict future performance.

    MAKE IT SIMPLE

    Amounts 0–1 trillion; initial investment must be positive. Annualization treats all income as paid at the end.

    Result

    Worked examples

    Initial 1000; final 1100; income 50; fees 10; 12 months

    Net profit 140; ROI 14%; annualized 14%

    Net receipts are 1140. The 140 gain is 14% of the initial 1000, and a 12-month period needs no annual adjustment.

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