Investment Return Calculator

Calculate your total and annualized investment returns including dividends.

Initial investment

Final value

Holding period3 years

1 year30 years

Dividends received?

Annualized Return (CAGR)

14.5%

Total Return

50.0%

Dollar Gain

$5,000

Benchmark Comparison

Your return14.5%

S&P 50010.0%

Bonds5.0%

Savings4.5%

Track your actual investment performance

Connect your brokerage accounts and see your real returns, including dividends, across all your investments in one place.

See how your money grows over time with compound interest and regular contributions.

Compare dollar cost averaging vs lump sum investing to see which strategy performs better.

See if you are on track for retirement based on your age, savings, contributions, and goals.