Herramientas / tools

Total return calculator

Include an investment’s sale value and cash distributions.

Calculate your scenario

Total return is not annualized and excludes taxes and transaction costs.

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Calculated in your browser. No account or API key required.

How this tool works

Include an investment’s sale value and cash distributions.

Total return is not annualized and excludes taxes and transaction costs.

Change the assumptions and compare scenarios. Results are mathematical estimates and do not account for every tax, fee, market condition or personal circumstance.

Research sources & methodology

Original sources and publication references.

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