Stock Return Calculator

Calculate your investment returns including capital gains and dividends

Currency:

Investment Details

Initial Investment

Amount you originally invested

Current/Final Value

Current market value of investment

Dividends Received

Total dividends received during holding period

Holding Period

years

How long you held the investment

Return Breakdown

Capital Gain/Loss

£5,000.00

+50.00%

Dividend Return

£500.00

+5.00%

Total Return

£5,500.00

+55.00%

Summary

Annualized Return (CAGR)

+15.73%

Average annual return over 3.0 years

Initial Investment£10,000

Final Value£15,000

Dividends£500

Total Value + Dividends£15,500

Holding Period3y 0m

About CAGR

Compound Annual Growth Rate (CAGR) represents the average annual return needed to grow your investment from initial to final value over the holding period.