Stock Return Calculator
Calculate your total profit and ROI on stock investments
Investment Summary
Total Investment Cost:
$0.00
Final Value:
$0.00
Total Profit/Loss:
$0.00
Return on Investment (ROI):
0.00%
Understanding Stock Returns
Calculating your stock return is essential for evaluating the performance of your investment portfolio. A stock's total return consists of two primary components: capital gains (the increase in the share price) and dividends (payments made by the company to shareholders).
The Formula for Stock ROI
To calculate the Return on Investment (ROI) for a stock, we use the following formula:
ROI = [(Final Value + Dividends – Fees) – Initial Cost] / Initial Cost * 100
Key Definitions
- Purchase Price: The amount you paid per share when you bought the stock.
- Selling Price: The current market value or the price at which you sold the shares.
- Dividends: Any cash distributions paid out to you during the holding period.
- Trading Fees: Brokerage commissions or transaction costs incurred during buying and selling.
Example Calculation
Suppose you bought 50 shares of Company X at $100 per share. You held them for a year, during which you received $50 in total dividends. You then sold the shares for $120 each. Your trading fees were $10.
- Initial Investment: 50 shares × $100 = $5,000
- Sale Proceeds: 50 shares × $120 = $6,000
- Total Gain: ($6,000 + $50 – $10) – $5,000 = $1,040 profit
- ROI: ($1,040 / $5,000) × 100 = 20.8%