Percentage Return Calculator
Calculate investment returns, ROI, and annualized performance for any investment
Calculate Investment Return
The amount you initially invested
Current value or amount received after selling
Optional: Enter duration to calculate annualized return
Investment Return Results
Formula: Percentage Return = (Final Value - Initial Investment) ÷ Initial Investment × 100
Investment Period: Not specified
Performance Analysis
Example Calculation
Stock Investment Example
Investment: Investment Alpha
Initial Investment: $10,000
Final Value: $20,000
Investment Duration: 2 years
Calculation Steps
1. Calculate Gain: $20,000 - $10,000 = $10,000
2. Calculate Percentage Return: ($10,000 ÷ $10,000) × 100 = 100%
3. Calculate Annualized Return: (($20,000 ÷ $10,000)^(1/2)) - 1 = 41.42%
Result: 100% total return, 41.42% annualized
Return Benchmarks
Investment Tips
Compare returns to relevant benchmarks
Consider risk-adjusted returns
Account for fees and taxes
Use annualized returns for comparison
Diversify your investment portfolio
Understanding Percentage Return
What is Percentage Return?
Percentage return measures how much an investment has gained or lost relative to the initial investment amount. It's expressed as a percentage and helps investors evaluate investment performance and compare different investments.
Types of Returns
- •Total Return: Overall gain/loss over entire period
- •Annualized Return: Average yearly return
- •Real Return: Return adjusted for inflation
- •Risk-Adjusted Return: Return relative to risk taken
Key Formulas
Percentage Return
((Final Value - Initial Investment) ÷ Initial Investment) × 100
Annualized Return
((Final Value ÷ Initial Investment)^(1/Years)) - 1) × 100
Note: Consider fees, taxes, and inflation when evaluating real returns.
When to Use Percentage Return
Investment Evaluation
Compare performance of different investments
Portfolio Management
Track overall portfolio performance
Financial Planning
Assess progress toward financial goals