Investment Return Calculator
Calculate your investment returns, ROI, and annualized performance to track portfolio success.
Investment Return Calculator
Calculate total return, annualized return, and profit/loss on your investments
Understanding Investment Returns
Total Return vs Annualized Return
Total Return is the overall percentage gain or loss on your investment. Annualized Return converts that into an average yearly rate, making it easier to compare investments of different durations.
Benchmark Returns to Compare
- S&P 500: ~10% annualized (historical average)
- Bonds: ~4-6% annualized
- Real Estate: ~8-12% annualized
- Inflation: ~2-3% annualized (need to beat this!)
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We may earn a commission when you open an account through links on this page. This doesn't affect our rankings or reviews. All opinions are our own based on extensive research and user feedback.
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