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ROI Calculator Documentation

Calculate investment gain or loss, total return on investment, and annualized return.

Use ROI Calculator
What does it do?

Calculate investment gain or loss, total return on investment, and annualized return.

How does it work?

ROI is final value minus initial cost, divided by initial cost. Annualized return is the final-to-initial ratio raised to one divided by the holding period, minus one.

When to use it
  • Compare the overall return of completed investments.
  • Compare holding periods on an annualized basis.
  • Quantify a loss as both an amount and a percentage.
Inputs and outputs
Input
Text, files, or values entered in the browser, depending on the tool.
Output
A result shown in the browser that can be reviewed or copied where supported.
Limitations
  • Results depend on the input, browser, network, and external service involved.
  • This tool is informational and does not replace specialist diagnostics.
Privacy and data handling

Inputs for this browser-side tool are processed locally and are not sent to SiteIndex. Normal page analytics may still be collected as described in the Privacy Policy. Read the Privacy Policy.

How to use it

  1. Enter the initial investment cost and final value, including distributions consistently.
  2. Set the holding period in years, using a decimal for a partial year.
  3. Review gain or loss, ROI, and annualized return; copy the comparison.

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