Stock Market ROI Calculator
Calculate your stock market investment returns. Analyze portfolio performance and compare annualized returns across different time periods.
Cálculo de exemplo
Valores padrão: investment: 10,000 | currentValue: 15,000
ROI
+50.0%
Lucro total
+$5,000
Tracking your stock market returns helps you evaluate your investment strategy and make informed decisions. This calculator shows your total return and annualized return so you can compare performance across different investments and time periods.
Dicas
- 1Always compare your returns to a benchmark like the S&P 500 to evaluate performance.
- 2Account for dividends reinvested when calculating total returns.
- 3Use annualized returns for comparing investments held for different time periods.
- 4Past performance does not guarantee future results — diversify your portfolio.
- 5Consider tax implications: long-term capital gains (held 1+ year) are taxed at lower rates.
Perguntas frequentes
What is a good stock market return?
The S&P 500 has historically returned about 10% per year on average (7% after inflation). Beating this consistently over long periods is difficult, which is why many experts recommend index fund investing.
What is the difference between ROI and annualized return?
ROI is your total percentage return over the entire period. Annualized return (CAGR) is the equivalent annual rate that would produce the same total return, making it useful for comparing investments held for different durations.
How should I account for fees in my ROI calculation?
Always subtract all fees (trading commissions, fund expense ratios, advisory fees) from your returns. A fund with 1% annual fees needs to return 1% more just to match a fee-free alternative.
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