ROI calculator

How it works

ROI is the net gain (final value minus initial investment) divided by the initial investment, shown as a percentage. If you give a holding period, the annualized ROI converts that total return into an equivalent yearly rate using (1 + ROI)^(1/years) − 1 — the standard way to make investments held for different lengths of time comparable.

FAQ

What's the difference between ROI and annualized ROI?

ROI is the total return over however long you held the investment, with no regard for time. Annualized ROI converts that into an equivalent yearly rate, which is what makes investments of different lengths actually comparable to each other.

Should I include costs like fees or taxes in the initial investment?

Yes, for an accurate figure — any fees, commissions, or costs you paid to make or exit the investment should be part of either the initial investment or subtracted from the final value, since ROI is only as good as the real cash in and cash out.