Investment Return Calculator
Calculate investment gain or loss, total percentage return, and annualized return from starting amount, ending amount, contributions, and investment period.
Total investment return38.46%
Gain or loss$5,000
Annualized return6.72%
Total invested$13,000
| Ending amount | $18,000 |
|---|
Assumptions
- Contributions are treated as a simple total, not timed cash flows.
How this calculator works
Formula used
Total return = gain divided by invested dollars; annualized return converts that return into a yearly compound rate.
Example calculation
If $10,000 grows to $16,000 with $2,000 added over five years, the calculator separates contributions from gain.
Investment Return Calculator FAQ
Are these retirement and investment calculators financial advice?
No. They are educational planning tools for U.S. users and do not replace advice from a qualified financial, tax, legal, or investment professional.
Why can actual investment results be different?
Actual results can differ because market returns vary, taxes change, fees apply, inflation shifts, and account rules may limit contributions or withdrawals.