Investment Return Calculator

How to use this calculator

• Enter the original investment amount and current value.
• Add extra contributions and any buy or sell fees.
• Compare gross and net results to understand true performance.

What the result means

Investment Return Calculator turns basic personal finance inputs into practical numbers you can use for planning. Focus on the direction and sensitivity of the result rather than treating it as a guaranteed outcome.

For better decisions, test several scenarios: conservative, expected, and aggressive. Small changes in savings rate, fees, tax rate, or debt burden can create large differences over time.

FAQ

Can it calculate a loss?

Yes. If current value is below total cost, profit and return will show as negative.

Is annualized return the same as CAGR?

It is a CAGR-style estimate based on net ending value, total invested capital, and years held.

Why include fees?

Fees reduce real returns, especially when the position size is small or trading is frequent.