Investment Return Calculator

Measure an investment's gain or loss, total return, annualized return and growth over time using its initial and final value.

Investment Return Calculator

Investment Return Calculator — The Expedition’s Return Report

Your Investment Details

Enter your investment information to see how your capital has performed.

years

months

Your Investment Return

Here’s how your investment has performed over your selected period.

Investment Gain or Loss

+$32,000.00

Gain

Total Return

+64.00%

Positive Return

Annualized Return

+10.40%

per year

Value Multiple

1.64×

the initial investment

Average Annual Change

+$6,400.00

per year

The Return Compass

The Return Compass

Splendid. Your fortune has expanded. Keep exploring.

Starting Capital
$50,000.00
Final Value
$82,000.00
Gain / Loss
+$32,000.00
Investment Period
5 years
The Return Compass — Here’s capital’s journey at a glance
Fortune Expanded

Splendid. Your fortune has expanded. Keep exploring.

Starting Capital
$50,000.00
Final Value
$82,000.00
Gain / Loss
+$32,000.00
Investment Period
5 years

Investment Return Summary

Over 5 years, an initial investment of $50,000.00 grew to $82,000.00, producing a gain of $32,000.00. That represents a total return of 64.00% and an annualized return of approximately 10.40%.

What This Means

The total return measures the investment’s entire change over the selected period. The annualized return translates that journey into an equivalent yearly rate, making investments held for different lengths of time easier to compare. A proper expedition report, after all, should reveal both the distance traveled and the pace maintained.

Disclaimer

This calculator provides estimates for educational and planning purposes. Results do not account for additional contributions, withdrawals, dividends taken in cash, fees, taxes or inflation. Past investment results do not guarantee future performance.

How this tool works

Enter your initial investment, final investment value, and the length of time the investment was held.

The investment return calculator measures the gain or loss between the initial and final values and calculates the total percentage return over the selected period.

It also calculates the annualized return, which expresses the investment's growth as an equivalent yearly rate. This can make investments held for different lengths of time easier to compare.

The value multiple shows how many times the final investment value represents the original investment. Average annual change shows the total gain or loss divided across the selected investment period.

If the final value is higher than the initial investment, the calculator shows a gain and positive return. If it is lower, it shows a loss and negative return.

Results do not account for additional contributions, withdrawals, dividends taken in cash, fees, taxes, or inflation. Past investment results do not guarantee future performance.

This calculator provides estimates for educational and planning purposes and does not constitute financial advice.

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