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Calculate your investment profit or loss instantly with our Rate of Return Calculator. Use the simple formula to measure returns, income, and annualized growth.
Our Rate of Return Calculator helps you measure how much profit or loss you earned from an investment. It is a simple and accurate tool for investors, traders, business owners, and students.
You only need to enter your beginning value and ending value. If your investment generated dividends, interest, or rental income, you can include that too. The calculator will instantly show your total rate of return as a percentage.
This tool also supports annualized return calculations, also known as CAGR (Compound Annual Growth Rate), for investments held over multiple years.
Whether you are analyzing stocks, mutual funds, real estate, or business projects, this calculator makes it easy to understand your investment performance.
Rate of Return (RoR) is the percentage gain or loss on an investment over a specific period.
It shows how much your investment grew or declined compared to the original amount invested.
For example, if you invest $1,000 and your investment grows to $1,250, your rate of return is 25%.
Basic Rate of Return Formula
Rate of Return (%) = ((Ending Value - Beginning Value) / Beginning Value) × 100
Rate of Return Formula with Income
Rate of Return (%) = (((Ending Value - Beginning Value) + Income) / Beginning Value) × 100
Annualized Rate of Return Formula (CAGR)
Annualized Return (%) = (((Ending Value / Beginning Value) ^ (1 / Number of Years)) - 1) × 100
To calculate the rate of return, subtract the initial investment from the final value. Divide the result by the initial investment. Then multiply by 100 to convert the answer into a percentage.
This percentage tells you how much your investment increased or decreased.
Using our Rate of Return Calculator is simple.
Basic Rate of Return
The calculator will display your gain or loss and your rate of return percentage.
Rate of Return with Income
The tool will include the income and show your total return percentage.
Annualized Return
The calculator will display your annualized return percentage.
Suppose you invested $5,000 in a stock.
After one year, the investment is worth $6,200.
You also received $150 in dividends.
Step 1: Calculate Capital Gain
Capital Gain = 6,200 - 5,000 = 1,200
Step 2: Add Income
Total Gain = 1,200 + 150 = 1,350
Step 3: Divide by Beginning Value
1,350 / 5,000 = 0.27
Step 4: Convert to Percentage
0.27 × 100 = 27%
Final Answer
Rate of Return = 27%
You invested $10,000.
After 3 years, the investment is worth $15,000.
Annualized Return = (((15,000 / 10,000) ^ (1 / 3)) - 1) × 100
Annualized Return = 14.47%
This means your investment grew by 14.47% per year on average.
A rate of return calculator helps you quickly evaluate investment performance.
It saves time and eliminates manual errors.
It is useful for comparing stocks, bonds, mutual funds, ETFs, rental properties, and business investments.
It also helps you understand whether an investment met your financial goals.
Our Rate of Return Calculator is a fast and reliable tool for measuring investment profitability.
It supports simple return calculations, returns with income, and annualized returns.
Whether you are a beginner investor or a financial professional, this calculator gives you accurate results in seconds.
Enter your investment details today and instantly discover your true rate of return.
A good rate of return depends on the investment type and market conditions. Many long-term investors aim for returns between 7% and 10% annually.
A negative rate of return means your investment lost value.
Yes. You can enter any income received to calculate your total return.
Rate of return measures the total gain or loss over the full period. Annualized return shows the average return per year.
They are very similar. ROI usually refers to business profitability, while rate of return is commonly used for investments.
Yes. You can use it to calculate returns on rental properties, including appreciation and rental income.