Total Return
Free Total Return calculator with clear step-by-step results.
About Total Return
Total return measures investment performance net of new money added.
Formula
Formula
Total return = (end − start − contributions) ÷ start × 100
Worked example
With the default values below, Total Return returns Total Return of 20.00%. Change any input above and every figure here is recalculated in your browser.
Inputs used
- Starting valueminimum 0 $
- 10,000 $
- Ending valueminimum 0 $
- 12,500 $
- Net contributionsminimum 0 $
- 500 $
Results
- Total Return
- 20.00%
- Growth Amount
- $2,000.00
- End Value Excl. Contributions
- $12,000.00
Step by step
- 1Values used
- 2Formula
- 3Total Return= 20.00
- 4Growth Amount= $2,000
- 5End Value Excl. Contributions= $12,000
Assumptions and limits
- The result is derived only from the 3 inputs listed above. Anything not among them is not part of the calculation.
- In particular, this calculator does not take inflation, tax, fees or charges or compounding frequency into account.
- Figures are rounded for display to 2 decimal places, so totals built from several rounded parts can differ slightly from the unrounded arithmetic.
- This is an estimate for general information and not professional financial, tax or legal advice. See the full disclaimer for the limits that apply to this kind of calculator.
How these calculators are built and tested is described on the Methodology page. If a figure looks wrong, please report it.
Frequently Asked Questions
How does this calculator work?
Total return measures investment performance net of new money added.
Why does this matter?
Remove contributions to see pure growth.