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Investment Return Calculator
Measure how an investment performed. Enter what you put in, what it is worth now (plus any income received) and how long you held it, and compare the total return with the annualised rate.
Annualised return 13.08% per year
Total return (ROI) 63.5%
Profit $12,700.00
Total value incl. income $32,700.00 Step-by-step working Total value = final value + income = $32,700.00 ROI = (total − invested) ÷ invested = $12,700.00 ÷ $20,000.00 = 63.5% Annualised = (total ÷ invested)^(1/years) − 1 = (1.635)^(1/4) − 1 = 13.08% Assumes a single investment at the start and income counted at the end. For several deposits, use the SIP or Savings calculator.
How to use the Investment Return Calculator Enter the amount invested and today’s value. Add any income you received. Enter the holding period and press Calculate. Examples 20,000 → 31,500 plus 1,200 income over 4 years: ROI 63.5%, annualised ≈ 13.08% a year.Frequently asked questions Why is annualised return lower than ROI ÷ years? Because annualised return assumes gains compound. 63.5% over 4 years is 13.1% a year compounded, not 15.9%.
Disclaimer. Results are estimates for planning and education. They are not financial, tax or investment advice. Lenders, banks, funds and tax authorities may calculate differently or apply fees and rules not shown here. Confirm important figures with your provider or a qualified adviser.