Total Return Calculator Tool

Total Return Calculator

Total Return Calculator

Total Return Calculator

Component Description
Beginning Investment Value The initial value of the investment at the start of the period.
Ending Investment Value The value of the investment at the end of the period.
Dividends or Interest Earned The total amount of dividends or interest earned during the period.
Total Return The total return on the investment, including both capital gains and income.
Formula Total Return = (Ending Investment Value – Beginning Investment Value + Dividends or Interest Earned) / Beginning Investment Value
Purpose Used to measure the overall performance of an investment over a specific period.

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