100
120
5
How is this calculated?
We use standard financial formulas to compound returns over the specified time period.
- •Save your calculations by bookmarking this page with your inputs in the URL.
- •Try different scenarios to understand how changes affect your results.
- •Share this calculator with friends or family who might find it useful.
- •Use the results as a starting point for conversations with financial advisors.
- •Bookmark this page and revisit quarterly to track your progress toward goals.
Calculate investment returns and analyze portfolio performance.
Step-by-Step Instructions
Enter your initial investment amount and expected contributions.
Input the expected annual rate of return and time horizon.
Review the growth chart to understand compound interest effects.
When you want to evaluate the performance of a stock investment.
- •Investors
- •Stock Traders
- •Financial Analysts
Scenario
An investor bought a stock at $100 per share and sold it a year later for $120. During the year, they received $5 in dividends per share.
Outcome
The calculator shows a total return of 25%, helping the investor understand the full return on their investment.
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Real-world case studies showing how advisors use the Stock Return Calculator with clients.