Financial Tools
ROI Calculator
Carefully measure the return on your investments today. Total return and the annualized rate that gets you there.
Amount Invested
Additional Costs (fees, taxes, improvements)
Current or Sale Value
Income Received (dividends, rent, interest)
Holding Period (years, for the annualized rate)
Values shown are examples. Edit them to match your situation.
Return on Investment
| Total ROI | 0% |
| Annualized Return (CAGR) | 0% |
| Net Gain | $0 |
| Total Cost | $0 |
| Total Value Received | $0 |
For illustration only, not financial advice. Results are estimates based on the numbers you enter and do not constitute an offer, rate quote or approval.
Questions people ask
How is total ROI calculated?
The page adds the current or sale value to the income received, subtracts the amount invested plus additional costs, and divides that net gain by the total cost.
What is the difference between total ROI and the annualized return?
Total ROI is the gain over the whole holding period. The annualized return (CAGR) is the steady yearly rate that turns the total cost into the total value received over the years you enter, so you can compare holdings of different lengths.
What should I put in Additional Costs?
Anything you paid on top of the purchase price, such as fees, taxes or improvements. Leaving them out makes the return look higher than it was.
Why does the annualized return show n/a?
It needs a holding period above zero and a positive total cost and value. Enter the number of years you held the investment to see it.
