Percentage Return Calculator
Return including dividends/interest
Instructions
1
Enter Starting and Ending Values
Initial and final valuation of the asset.
2
Add Income (optional)
Dividends, interest, or cash distributions received.
Formula
Return % = ((Final + Income − Initial) / Initial) × 100
Common Questions
Annualized return?
This is total percentage return; annualize by period length if needed.
Gross or net?
This ignores taxes/fees; adjust values for net returns.