Stock Return Calculator
Calculate total return on any stock investment including capital gains, dividends received, and after-tax profit.
Investment Details
TOTAL RETURN
RETURN BREAKDOWN
Tax owed: $480 · Net after tax: $2,720
Frequently Asked Questions
What is total return?
Total return = capital appreciation + dividends. A stock up 10% that paid 3% dividends = 13% total return. Most indices quote total return including reinvested dividends.
How is annualized return calculated?
Annualized return (CAGR) = (Ending Value / Beginning Value)^(1/years) - 1. This lets you compare returns across different holding periods on an equal basis.
Long-term vs short-term capital gains — what is the difference?
In the US (2026): long-term gains (held 1+ year) are taxed at 0%, 15%, or 20% depending on income. Short-term gains are taxed as ordinary income, up to 37%.
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For educational purposes only. Not financial advice. Consult a qualified advisor before making investment decisions.