Investment Return (ROI)
Measure what an investment actually earned, total and per year, so you can compare apples to apples.
| Segment | Value | Share |
|---|---|---|
| Principal | $10,000 | 62.5% |
| Gain | $6,000 | 37.5% |
Annualized return lets you compare investments held for different lengths of time.
How to use this calculator
- Enter what you invested and its value nowYour initial amount and the current or sale value.
- Enter the holding periodHow long you've held the investment, in years.
- Compare the annualized returnUse annualized, not total, to compare investments held for different lengths of time.
Return on investment answers the basic question: did this make money, and how much? The figure that actually helps you decide is the annualized return, which compares investments held for different lengths of time on equal footing.
◆ Frequently Asked Questions
What is the difference between total and annualized return?
Why is annualized return the more useful number?
Does this include dividends or fees?
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