Calculate return on investment
Calculate the return on an investment as a percentage, plus the annualized return when you give it a time period.
What you put in, and what it's worth now (or was worth when you exited).
Optional. Add it to also see the annualized return, not just the total.
The total return as a percentage, plus the gain in currency and the annualized rate.
Frequently asked
What is ROI?
Return on investment: the gain (or loss) from an investment, expressed as a percentage of what was initially put in.
What's the difference between ROI and annualized return?
ROI is the total return over the whole holding period, regardless of how long that was. Annualized return spreads that same total return evenly across each year, which makes it possible to fairly compare investments held for different lengths of time.
Why is the holding period optional?
Total ROI doesn't need a time period to calculate. It's only needed to work out the annualized figure, so leaving it blank just hides that row.
Is this financial or tax advice?
No. This is a general estimate for planning purposes only, not financial, investment, or tax advice. Rates and figures can change. Confirm current numbers with a qualified professional before making decisions.