After-tax rate of return calculator

Figure Out Your Potential After-Tax Rate of Return

Because different kinds of investments may be taxed differently, it's helpful to look at after-tax returns when comparing investment performance. Your after-tax return will also vary depending on your tax bracket, investment holding period, and amount of turnover in your portfolio.

To calculate your potential after-tax return for different types of investments, answer the questions below, then click Submit.

What is your federal income tax rate?

For how many years do you expect to hold the investment?
  1. 1
  2. 26
  3. 50
  4. 75
  5. 100

Value:  
  

This calculator is intended to serve as an informational tool only, and should not be construed as legal, investment or tax advice. Please consult with a tax advisor or an investment professional about your unique circumstances.

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