All calculators / Returns and risk
Total return on an investmentAnalyst
Gain including dividends, with an annualized figure.
What you’ll enter
- Purchase price
- Sale price or current price
- Dividends received
- Years held
Included with Analyst
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The formula
Return = (Sale − Purchase + Dividends) ÷ Purchase
Annualizing converts the total into a yearly rate so investments held for different lengths of time can be compared.