The total and yearly return of an investment from what you put in, what it is worth and what it paid out.
Figures checked: October 2026 · Methodology and sources
Before tax and inflation, for a single amount invested at the start.
The total return compares what you have now (value plus dividends or interest received) with what you put in. The yearly return, or compound annual growth rate, is the steady rate that would have given the same result: (final / start)1/years − 1.
Use the yearly figure to compare investments held for different lengths of time.
Because returns compound: each year's gain earns returns in the following years.
Then this simple calculation overstates or understates the return; it is meant for one amount invested at the start.
Yes: use the value after fees, so the return is what you really earned.
Indicative results. This is not financial advice.
Know how much you will have left at the end of the month
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