Investment Return Calculator

About Investment Return Calculator

The investment return calculator compares starting amount, added deposits, ending value, and time to estimate return.

How to Use

The investment return calculator compares starting amount, added deposits, ending value, and time to estimate return. Enter the Starting amount, Additional deposits, Ending amount, and Years values and review the Net return, Total return rate, and Annualized return outputs after you calculate.

  1. Open the calculator : Use Investment Return Calculator from the Finance category.
  2. Check the inputs : Review the required values and any optional settings.
  3. Read the formula : Use the formula and notes below to understand how the result is produced.

Common Questions

What does the Investment Return Calculator estimate?

Calculate net return, total return rate, and annualized return.

What can change the estimate?

This is an estimate, so taxes, fees, payment timing, compounding, and changing returns can move the result.

Inputs

  • Starting amount
  • Additional deposits
  • Ending amount
  • Years

Outputs

  • Net return
  • Total return rate
  • Annualized return

Formula

Net return = ending amount - starting amount - additional deposits.

Disclaimer

  • Additional deposits are treated as equal monthly contributions spread across the selected time period.
  • The annualized return is estimated from that monthly cash-flow schedule.