Savings & investing

Investment Return Calculator

Holding-period return = (ending value / initial cost − 1) × 100. Enter your own values; the result updates only when you run the tool.

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1

Your inputs

Use consistent units. Examples appear below each field.

Example: 1000
Example: 1200

Inputs are used for this result. Saving is your choice.

2

Your result

Ready when you are.

Make the numbers useful.

Fill in the input panel and run the tool. Your answer and its calculation method will appear here.

Behind the result

How investment return calculator works

Holding-period return = (ending value / initial cost − 1) × 100.

Try this example

Initial cost
1000
Ending value including distributions
1200
20

Good to know

Which values should I enter?

Use the units shown in each label. Holding-period return = (ending value / initial cost − 1) × 100.

Are my inputs saved automatically?

No. Recent tools contain tool names only. Inputs and results are stored only when you explicitly choose Save while signed in.

Can I share this tool?

Share the tool link. It opens a blank tool and does not include your private inputs or result.

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