Investing & returns

Returns on stocks, funds, bonds and property: ROI, CAGR, average cost, dividends and the drag of fees.

• ROI CalculatorReturn on investment, gain or loss and annualized return in one step.
• Stock Profit CalculatorNet profit, return and break-even price for a stock trade after fees and tax.
• Average Cost CalculatorAverage cost per share from up to four purchases, with profit or loss.
• Dividend CalculatorProjected dividend income and portfolio value, with or without reinvestment.
• CAGR CalculatorThe smoothed yearly growth rate between two values over any number of years.
• Bond Yield CalculatorYield to maturity and current yield from price, coupon and maturity.
• Rental Yield CalculatorGross and net rental yield, cap rate, cash flow and cash-on-cash return.
• Real Rate of Return CalculatorReal return after inflation and tax, with future and today's-money values.
• Investment Fee CalculatorHow much annual fund or advisory fees reduce your final balance.
• Present Value CalculatorDiscount a future sum or yearly payments back to what they are worth today.