How this calculator works
Net gain subtracts all invested capital from final value. Total and annualized return then express performance as percentages.
Change any input to update the estimate instantly. Your entries never leave your device.
Investment Return Calculator
Measure how an investment performed over a chosen period.
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Calculation details
⌁ All calculations run locally in your browser. No data is stored.
Net investment gain$4,000.00
Total invested$14,000.00
Total return28.57%
Annualized return6.48%
This simple return estimate treats all additional contributions as invested for the full period.
Frequently asked questions
Does contribution timing matter?
Yes. This simplified estimate treats all additional contributions as invested for the full period.
What is annualized return?
It is the equivalent compounded return per year over the entered holding period.