Capital Gains Yield Calculator
Calculate price appreciation returns, capital gains, and investment performance for stocks and securities
Calculate Capital Gains Yield
Choose what you want to calculate based on available data
Original purchase price per share
Current market price per share
Total number of shares owned
Total dividends received during holding period
Investment Results
Formula: (Current Price - Bought Price) / Bought Price × 100
Per Share Gain: $0.00 - $0.00 = $0.00
Price Appreciation: 0.00%
Investment Period: Current analysis
Total Return: 0.00% (Capital Gains + Dividends)
Dollar Return: $0
Performance Analysis
Example Calculation
Stock Investment Example
Company: XYZ Corp Stock
Bought Price: $100 per share
Current Price: $120 per share
Number of Shares: 100 shares
Dividends Received: $200 total
Capital Gains Calculation
Capital Gains per Share: $120 - $100 = $20
Capital Gains Yield: ($20 ÷ $100) × 100 = 20%
Total Capital Gains: $20 × 100 shares = $2,000
Dividend Yield: ($200 ÷ $10,000) × 100 = 2%
Total Return: 20% + 2% = 22%
Investment Return Components
Capital Gains
Price appreciation return
Dividend Yield
Income return from dividends
Total Return
Combined return
Key Insights
Capital gains yield measures price appreciation only
Total return = Capital gains + Dividend yield
Helps analyze investment performance components
Important for tax planning and portfolio analysis
Different tax rates may apply to gains vs dividends
Understanding Capital Gains Yield
What is Capital Gains Yield?
Capital gains yield measures the price appreciation return on an investment. It represents the percentage increase in the value of your investment due to price changes, excluding any income received from dividends or interest.
Why Calculate Capital Gains Yield?
- •Understand price appreciation performance
- •Separate capital gains from dividend returns
- •Analyze tax implications (different rates)
- •Compare growth vs income investments
Capital Gains Yield Formula
Capital Gains Yield = (Current Price - Bought Price) / Bought Price × 100
- Current Price: Current market value per share
- Bought Price: Original purchase price per share
- Result: Percentage price appreciation
Note: Capital gains yield doesn't include dividends. For total return, add dividend yield to capital gains yield.
Investment Return Components
Capital Gains
- • Price appreciation return
- • Realized when you sell
- • Subject to capital gains tax
- • Can be short-term or long-term
Dividend Yield
- • Income return from distributions
- • Received during holding period
- • May have different tax treatment
- • Provides regular income
Tax Considerations
Short-term Gains
Held ≤ 1 year, taxed as ordinary income
Long-term Gains
Held > 1 year, preferential tax rates
Qualified Dividends
May qualify for capital gains tax rates