Stock Return Calculator
Investment Details
Dividend Settings (?) Configure dividend payments and reinvestment options
Additional Investments (?) Add regular contributions to your investment
Investment Results
Total Value
+$18,250
$18,250
Current portfolio value
Total Return
+82.5%
82.5%
Percentage gain on investment
Annualized Return (CAGR)
+12.8%
12.8%
Compound annual growth rate
Capital Gains
+$5,000
$5,000
From price appreciation
Dividend Income
+$1,478
$1,478
Total dividends received
Shares Owned
Total shares including DRIP
Investment Growth Over Time
Return Breakdown
Capital Appreciation
50.0%
From stock price increase
Dividend Income
32.5%
From dividend payments
Additional Investments
17.5%
From monthly contributions
Dividend Reinvestment
8.1%
Extra growth from DRIP
Year-by-Year Performance
| Year | Portfolio Value | Yearly Return | Cumulative Return | Dividends Received | Shares Owned |
|---|
About This Stock Return Calculator
This calculator helps you analyze stock investment returns including capital gains, dividends, and the power of compounding. Key features include:
- Total Return Calculation: Includes both capital appreciation and dividends
- Dividend Reinvestment (DRIP): Calculates compounding effect of reinvested dividends
- CAGR Calculation: Annualized return rate accounting for compounding
- Regular Contributions: Add monthly investments to see growth potential
- Detailed Breakdown: See exactly where your returns come from
- Year-by-Year Analysis: Track performance over time
How Stock Returns Are Calculated:
- Capital Gains: (Current Price - Purchase Price) × Number of Shares
- Dividend Income: Annual Dividend per Share × Number of Shares × Years
- DRIP Effect: Reinvested dividends buy more shares, creating compounding
- CAGR Formula: (Ending Value / Beginning Value)^(1/Years) - 1
- Total Return: (Ending Value - Total Invested) / Total Invested × 100%
Note: This calculator provides estimates only. Past performance does not guarantee future results. Stock market investments involve risk. Always consult with a qualified financial advisor before making investment decisions.