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Investment return calculators
Compare growth rates, portfolio shares and simple income yields.
Choose the right calculation
Return measures must cover the same time period before comparison. CAGR annualises two endpoint values but does not model interim cash flows. Current income yield differs from total return or yield to maturity.
Find a tool for your question
Investment Return Calculator
Calculate a simple return relative to the amount originally invested.
CAGR Calculator
Find a constant annual growth rate connecting a starting and ending value.
Real Return Calculator
Adjust a nominal investment return for inflation.
Capital Gains Return Calculator
Find absolute gain after subtracting entered purchase and selling costs.
Dividend Yield Calculator
Compare annual dividend per share with current share price.
Portfolio Weight Calculator
Calculate an asset’s percentage of a portfolio total.
Bond Current Yield Calculator
Calculate annual coupon income relative to a bond market price.
Discount Factor Calculator
Find the multiplier that translates a future amount into present value.
Holding Period Return Calculator
Measure total simple return including cash received during the holding period.
Annualised Simple Return Calculator
Annualise a holding-period return for comparison across different durations.
Average Cost Per Share Calculator
Calculate a quantity-weighted average entry price across two purchases.
Portfolio Rebalance Amount Calculator
Find the amount needed to move one holding to a target portfolio weight.
Price Earnings Ratio Calculator
Compare a share price with entered earnings per share.
Earnings Yield Calculator
Express per-share earnings as a percentage of the current share price.
Price to Book Ratio Calculator
Compare share market price with entered book value per share.
Dividend Payout Ratio Calculator
Measure the share of per-share earnings paid as dividends.
Bond Coupon Payment Calculator
Find the periodic coupon amount from bond face value and annual coupon rate.
Bond Price Calculator
Discount a fixed bond’s coupons and redemption value at a chosen per-period yield.
Investment Fee Drag Calculator
Compare compounded balances with and without an assumed ongoing return reduction.
Inflation Linked Payment Calculator
Estimate a future payment that increases at a chosen fixed annual rate.
NPV Calculator
Find net present value of evenly spaced cash flows, including an initial time-zero amount.
IRR Calculator
Estimate one periodic internal rate of return for a conventional cash-flow sequence.
MIRR Calculator
Estimate modified internal rate of return with separate finance and reinvestment rates.
Can CAGR handle money added during the period?
The simple endpoint CAGR model does not account for intermediate deposits and withdrawals. Those require cash-flow-aware methods.
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