About the Investment Return Calculator
Total return, annualized return and profit on an investment including dividends or income received.
Also known as: return on investment, total return, investment profit, roi on investment.
How to use this calculator
- Enter amount invested, current value, dividends / income received, holding period.
- The result updates instantly as you type — press Calculate (or Enter) at any time.
- Review the breakdown shown under the main result.
- Use Copy result or Share to save the answer or send a link with your inputs.
Formula
Total return = (value + income − cost) / cost
Worked example
Using the values pre-filled in the calculator above:
- Amount invested = 8,000
- Current value = 11,200
- Dividends / income received = 400
- Holding period = 3 years
the calculator returns:
- Total return: 45%
- Annualized return: 13.19%
- Profit: 3,600