Stock Return Calculator

Calculate your investment returns including capital gains and dividends

Investment Details

£

Amount you originally invested

£

Current market value of investment

£

Total dividends received during holding period

years
mo

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.