Total Return
60.0%
Profit/Loss
$3,000
Annualized
17.0%
Stock return = ((Sell Price × Shares + Dividends) - (Buy Price × Shares)) / (Buy Price × Shares) × 100%. This includes both capital gains (price appreciation) and dividends received.
Annualized return shows the average yearly return over the holding period. It accounts for compounding and allows comparison of investments with different timeframes. Formula: (Final Value / Initial Value)^(1/Years) - 1.
Yes, total return should include both capital gains (price appreciation) and dividends. Dividends are part of your investment return and can significantly impact total performance, especially for dividend-paying stocks.
Historical stock market returns average 7-10% annually. Returns above 10% are considered good, while returns above 15% are excellent. However, higher returns typically come with higher risk and volatility.
Inputs
Result
Buying 100 shares at $50 ($5,000 invested), selling at $75 ($7,500) plus $500 in dividends gives a final value of $8,000. The profit is $3,000, producing a 60% total return. Over 3 years, this translates to a 17.0% annualized return.
Inputs
Result
Purchasing 50 shares at $120 ($6,000 total), then selling at $180 ($9,000) with $300 in dividends yields a final value of $9,300. The $3,300 profit represents a 55% total return, or 24.5% annualized over the 2-year holding period.
Total Return % = ((Shares x Sell Price + Dividends) - (Shares x Buy Price)) / (Shares x Buy Price) x 100Calculates the total percentage return including both capital gains (price appreciation) and dividend income.
Where:
Total Return %= Total return as a percentage of initial investmentShares= Number of shares purchasedBuy Price= Purchase price per shareSell Price= Selling price per shareDividends= Total dividends received during holding periodAnnualized Return = ((Final Value / Initial Value)^(1/Years) - 1) x 100Converts total return into an average annual rate, accounting for compounding over the holding period.
Where:
Final Value= Shares x Sell Price + DividendsInitial Value= Shares x Buy PriceYears= Number of years stock was heldStock returns include both capital gains (price appreciation) and dividends.
Annualized return allows comparison of investments with different holding periods.
Total return provides a complete picture of investment performance.
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Last Updated: Feb 12, 2026
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