Free return on investment ROI calculator that returns total ROI rate as well as annualized ROI using either actual dates of investment or simply investment length. The 20 in price appreciation can then be added to dividends of 20 which would equal a total return of 40. Note that the regular rate of return describes the gain or loss expressed in a percentage of an investment over an arbitrary time period.
In the example shown the formula in D6 is.
Then you need to add up the dividends and other distributions the investment has paid over your entire. Concluding the example divide 158 by 500 and multiply by 100 to get a 316 percent ROI. Alternative Total Stock Return Formula. This not only includes your investment capital and rate of return but inflation taxes.