Investment Return Calculator

This investment return calculator helps you analyze the performance of your investments. Calculate your return on investment (ROI), annualized return, and other key metrics to evaluate your investment performance.

How the Investment Return Calculator Works

The investment return calculator uses the following formulas to analyze your investment performance:

Return on Investment (ROI)

ROI = (Current Value - Initial Investment - Additional Contributions) / (Initial Investment + Additional Contributions) × 100%

Annualized Return (CAGR)

CAGR = ((Current Value / (Initial Investment + Additional Contributions))^(1/years) - 1) × 100%

Inflation-Adjusted Return

Real Return = ((1 + Nominal Return) / (1 + Inflation Rate) - 1) × 100%

After-Tax Return

After-Tax Return = Nominal Return × (1 - Tax Rate)

The calculator provides a comprehensive analysis of your investment performance, taking into account the effects of inflation and taxes. This helps you understand the real value of your investment returns over time.

The annualized return (CAGR - Compound Annual Growth Rate) is particularly useful for comparing investments with different time periods, as it standardizes the return to an annual rate.