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Financial

Investment Return Calculator

Use this investment return calculator to calculate calculate gain, return percentage, annualized return, and inflation-adjusted return.

investment returngainannualized returninflation

Calculator

Calculate instantly

Calculator Inputs

Choose what you want to calculate, enter realistic values, adjust units where shown, and use the scenario section for repeated-use planning.

Input and Formula Breakdown

This calculator applies the formula Return = (ending value - starting value + income) / starting value x 100. Enter each value with the matching unit, and AZCalculate updates the result instantly.

Starting value
10,000 $
Ending value
14,500 $
Income or dividends
600 $
Holding period
3 years
Annual inflation
3 %
Total gain
$5,100.00
Total return
51%
Annualized return
13.19%
Inflation-adjusted annual return
9.89%

Scenario and Comparison

Current

$5,100.00

Projected

61,200

Adjusted

5,610

Visual Comparison

Current result5,100
Projected usage61,200
Comparison scenario5,610

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Formula Explanation

Return = (ending value - starting value + income) / starting value x 100

This calculator applies the formula Return = (ending value - starting value + income) / starting value x 100. Enter each value with the matching unit, and AZCalculate updates the result instantly.

Use Cases

  • Compare investments
  • Measure returns
  • Adjust for inflation

Step-by-Step Explanation

  1. Step 1Enter the known values in the calculator fields.
  2. Step 2Keep the units consistent with the labels shown beside each input.
  3. Step 3Apply the formula: Return = (ending value - starting value + income) / starting value x 100.
  4. Step 4Review the primary result and supporting values.

Example calculation

Example investment return calculator

Given

  • Starting value: 10000 $
  • Ending value: 14500 $
  • Income or dividends: 600 $
  • Holding period: 3 years
  • Annual inflation: 3 %

Steps

  • Use the values shown above.
  • Apply Return = (ending value - starting value + income) / starting value x 100.

Result

The calculator above shows the computed answer instantly from these example values.

Calculator guide

About this Investment Return Calculator

Calculate gain, return percentage, annualized return, and inflation-adjusted return. This page includes an interactive calculator, concise formula notes, worked examples, FAQs, related calculators, and practical guidance you can revisit whenever needed.

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Calculator usage

See how many people are using this calculator.

Total visits today

0

Live users now

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Total saved calculations

0

Most active date

2026-06-05

FAQ

Investment Return Calculator FAQs

How does the investment return calculator work?+

It uses Return = (ending value - starting value + income) / starting value x 100 and calculates the result from the values you enter.

Can I copy or print the result?+

Yes. AZCalculate calculator pages include copy, share, and print actions.

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