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ROI Calculator

Calculate return on investment as a percentage, plus the annualized return over the years you held it.

What the investment is worth now, including any income it paid.

Add it to see the annualized return.

Result

Enter your values and select Calculate to see the result.

Runs in your browser — nothing you enter is sent to a server.

How the ROI Calculator works

Enter what you invested and what it's worth now (including any dividends or income it paid). ROI is the gain as a percentage of the amount invested. Add how many years you held it to get the annualized return — the steady yearly rate that would give the same result, which makes investments of different lengths comparable.

Formula

ROI = (final − invested) ÷ invested × 100

Annualized = (final ÷ invested)1/years − 1.

Examples

10,000 grows to 15,000 in 5 years

ROI 50%, an annualized return of 8.45% a year.

1,000 falls to 800

ROI −20%, a loss of 200.

Frequently asked questions

Why is the annualized return lower than ROI ÷ years?

Returns compound: 8.45% a year for 5 years adds up to 50% in total, not 42%. Dividing 50% by 5 (10%) overstates the yearly rate.

Should I include fees and taxes?

Yes, for a realistic ROI: add fees to the amount invested and subtract taxes from the final value.

Is ROI the same as profit margin?

No. ROI compares a gain with the money invested; profit margin compares profit with sales revenue. See the Profit Margin Calculator.

Information:

Good to know

Results are estimates for planning. They aren't financial advice, and real returns, rates and fees vary.

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