📊 Investment Return Calculator
Calculate your investment ROI, CAGR, and benchmark against market indices. See how fees and dividends affect your returns.
How to Use This Investment Return CalculatorFree & Accurate
Calculate your investment ROI, CAGR, and benchmark against market indices. See how fees and dividends affect your returns. Perfect for portfolio evaluation, mutual fund analysis, and stock investment tracking.
Enter Investment
- • Initial Investment - Starting amount
- • Current Value - End/Selling price
- • Investment Period - Years + months
- • Contributions - Regular additions
Income & Growth
- • Dividend Yield - Annual income %
- • Dividend Growth - Yield increase rate
- • Reinvest Dividends - Compound growth
- • Contribution Freq - DCA strategy
Costs & Taxes
- • Maintenance Fees - Expense ratio
- • Upfront/Exit Fees - Load fees
- • Capital Gains Tax - Profit tax rate
- • Dividend Tax - Income tax rate
Real Returns
- • Inflation Rate - Purchasing power loss
- • Real CAGR - Inflation-adjusted
- • After-Tax Profit - Net gains
- • Impact Analysis - Fee/tax effects
Pro Tip: Dollar-cost averaging (regular monthly contributions) reduces market timing risk and can improve long-term returns. Dividend reinvestment accelerates compound growth significantly over time.
Why Use Our Investment Return Calculator? Our free investment return calculator helps you evaluate your portfolio performance, calculate CAGR (Compound Annual Growth Rate), and determine total ROI (Return on Investment). Whether you're analyzing stocks, mutual funds, real estate, or cryptocurrency, our tool provides accurate calculations with detailed year-by-year growth projections. Compare different investment scenarios, account for fees and dividends, and make informed portfolio decisions.
● Basic Inputs
Dollar-cost averaging strategy
How often you add money
For dividend growth stocks
Reinvest dividends for compound growth
Varies by holding period and income
Type of investment for benchmarking
💡 All calculations are estimates. Rates vary by lender and location. Please verify with official sources for accurate numbers.
Enter values to see results
Results update automatically