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Portfolio Return Calculator
Calculate total portfolio return, annualized CAGR, and net gain including dividends received.
About This Calculator
This calculator measures investment performance including dividends and other income received during the holding period. It gives you both the total return percentage and the annualized CAGR — the two standard ways professionals report investment performance.
Estimates only — not financial, tax, legal, or investment advice. Verify important results with a qualified professional before making decisions.
total return = (end + dividends − start) ÷ start × 100; CAGR = ((end + dividends) ÷ start)^(1/years) − 1; net gain = end + dividends − start
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