Stock Returns Calculator
Calculate your stock investment returns including capital gains and dividend income
Stock Returns Calculator
Calculate your stock investment returns including capital gains and dividend income.
Stock Returns Results
Total Return
$3,980.00
Total Return %
39.80%
Annualized Return
16.19%
Capital Gains
$3,500.00
Return Breakdown
Capital Gains:
$3,500.00
Total Dividends:
$500.00
Final Value:
$13,500.00
Net Profit:
$3,980.00
Performance Metrics
Capital Gains87.94%
Dividend Income12.56%
Investment Summary
Performance
Profitable investment with 39.80% total return
Annual Performance
16.19% annualized return
Income Sources
Capital gains + dividends
Understanding Stock Returns
Types of Stock Returns
- Capital Gains: Profit from selling stocks at higher price
- Dividend Income: Regular payments from profitable companies
- Total Return: Capital gains plus dividend income
- Annualized Return: Average yearly return over holding period
Investment Strategies
- • Buy and hold for long-term growth
- • Dividend investing for regular income
- • Dollar-cost averaging to reduce risk
- • Diversification across sectors and companies
Factors Affecting Stock Returns
Company Factors
- • Financial performance and earnings growth
- • Management quality and business strategy
- • Competitive position in the market
- • Dividend policy and payout ratio
Market Factors
- • Economic conditions and interest rates
- • Market sentiment and investor confidence
- • Industry trends and sector performance
- • Geopolitical events and market volatility