Free calculator
Investment Return Calculator
Enter your initial investment, contributions, withdrawals, and ending value to estimate absolute, percentage, and annualized return.
Your details
Estimated results
Net contribution
MX$120,000.00
Initial investment plus additional contributions, minus withdrawals.
Absolute return
MX$18,500.00
Ending portfolio value minus your net contribution.
Percentage return
+15.42%
Absolute return as a percentage of your net contribution.
Annualized return
+4.90%
An estimate of the yearly return that would produce this result, assuming the period entered.
Total gain or loss
MX$18,500.00
How this is calculated
Formulas used
- Net contribution = initial investment + contributions − withdrawals
- Absolute return = ending value − net contribution
- Percentage return = (absolute return ÷ net contribution) × 100
- Annualized return = ((ending value ÷ net contribution) ^ (1 ÷ years) − 1) × 100
Example
You invest MX$100,000, add MX$20,000 over time, and your portfolio is worth MX$138,500 after 3 years. Your net contribution is MX$120,000, giving an absolute return of MX$18,500, a percentage return of about 15.4%, and an estimated annualized return of roughly 4.9%.
Frequently asked questions
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