Stock Return Calculator

Calculate your investment return and compare to market benchmarks

Initial Investment ($)Current / Sale Value ($)Holding Period (years)Dividends Received ($)Additional Investments ($)

Total Invested$10,000

Current Value$25,000

Total Gain / Loss$15,000

Total Return+150.00%

Annualized Return+9.60%

Dividends Received$500

📊 vs S&P 500 Benchmark

Your investment

$25,000

+9.60%/yr annualized

S&P 500 (10.5%/yr avg)

$27,141

+10.50%/yr avg

⚠️ 0.90% worse than S&P 500

📐 Rule of 72: At your 9.6% return, your money doubles every 7.5 years

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For educational purposes only. Past returns do not guarantee future results. S&P 500 historical average is approximate. Not investment advice.