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Investment Calculator

Investment Calculator
$
$
yrs

Scenario A (S&P 500 Index) Results

Total ROI115%
Net Profit$11,500
Annualized Return7.96% / yr

Results are estimates based on the values you enter. They do not include lender fees, taxes specific to your locale, or market fluctuations. Not financial advice. Consult a licensed advisor for decisions about your money.

Read our full Disclaimers & Terms.

What Is Return on Investment (ROI)?

Return on Investment (ROI) is a fundamental financial performance ratio used to evaluate the efficiency or profitability of an investment asset.

Frequently Asked Questions

What is Return on Investment (ROI)?

ROI is a performance metric used to evaluate the efficiency or profitability of an investment. ROI = (Final Value − Initial Cost) / Initial Cost × 100.

What is annualized ROI?

Annualized ROI calculates the geometric average amount of money earned by an investment each year over a given time period.

How do capital gains differ from dividend returns?

Capital gains result from an increase in asset price, whereas dividend returns represent cash payouts distributed by companies to shareholders.

Does this calculator account for inflation?

You can subtract estimated annual inflation rate from your gross return rate to calculate inflation-adjusted real returns.

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Features & Highlights

  • Total & Annualized ROI Calculation