Calculate the total return and annualized return (CAGR) on a stock investment, including both capital gains and dividend income.
How it works
- Enter the buy and sell prices of the stock alongside your share count.
- Enter the total amount of dividends collected.
- Provide your holding period to see the calculation convert total return into an annualized CAGR rate.
Frequently asked questions
What is the difference between total and annualized return?
Total return is the overall gain. Annualized (CAGR) expresses it as a steady yearly rate, making investments of different durations comparable.
Should I include dividends?
Yes — dividends are a major part of long-term equity returns. Total return including reinvested dividends is the truest measure of performance.
How does this compare to the market?
Compare your annualized return to a benchmark like the S&P 500 (historically ~10% nominal) to judge relative performance.