Stock Return Calculator
Calculate stock investment returns including dividends. See total return, capital gains, and dividend yield on your investments.
Understanding your investment returns requires accounting for both price appreciation and dividends. This calculator provides a complete picture of your stock investment performance.
Calculator
Common use cases
- Evaluating investment performance
- Comparing stock investments
- Tax planning for capital gains
- Portfolio analysis
How to use
- Enter your purchase price per share
- Input the current or sale price
- Enter the number of shares
- Add any dividends received
- Specify the holding period
- View your total return
FAQ
What is total return?
Total return includes both capital appreciation (price change) and income (dividends).
Why use annualized return?
Annualized return normalizes returns to a yearly rate, making it easier to compare investments held for different periods.
Should I include reinvested dividends?
If dividends were reinvested in more shares, include those additional shares and reduce reported dividends accordingly.
This calculator provides illustrative estimates for planning purposes only and does not constitute financial, tax, or legal advice.