Investment Return Calculator

Compare investment proceeds with the total amount invested.

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Formula / Calculation Method

Net gain = ending value + income − initial investment − fees. ROI = net gain / initial investment × 100.

Example Calculation

1,000 invested and 1,200 returned without fees gives a 20% return.

Understanding the Result

This is total return, not annualized return. It does not adjust for contribution timing or inflation.

What is the Investment Return Calculator?

Compare investment proceeds with the total amount invested.

How to Use

Enter your initial investment, ending value, any income paid out and fees that have not already been deducted.

Select Calculate after entering your values. Text tools update as you type. Reset restores the starting fields.

Interpreting the Calculation

Positive net gain means proceeds exceeded your costs. Negative return indicates a loss. Avoid counting income or fees twice if they are already included in the ending value.

Common Questions

Is this an annual return?

No. It measures total return over the entire investment period, without adjusting for its length.

What assumptions does this tool use?

This is total return, not annualized return. It does not adjust for contribution timing or inflation.

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