Calculators Suite


After-Tax Return

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. 11
  3. 20
  4. 30
  5. 40