Calculators Suite


ComputeResults

Personalized Investment Return

What Is My Rate of Return?

When gauging your investment performance against alternative investments, the first thing you need to know is your annualized return. Your annual return is affected by your purchases and sales, how long you hold the investment, whether you reinvest distributions, and changes in price.

The calculator uses the starting date and amount, the ending date and amount, and up to 12 intermediate transactions (these are purchases, sales, or cash distributions that occurred between the start and end dates).

To calculate your annual return on a specific investment in the worksheet below, then click Submit. For each transaction, indicate the date, type, and amount.

Do not include reinvested cash distributions.




Start Date

 

Month

Day

Year

   

Starting Market Value

$

Add a Transaction

 

Month

Day

Year

 

Type

Amount

$

End Date

 

Month

Day

Year

   

End Value

$