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Investment return

ETF Return Calculator

Calculate holding-period ETF return including dividends and fees.

Return period matters

This is not annualized unless your holding period is exactly one year. Taxes, bid-ask spread, currency effects and reinvestment timing are not modeled.

Example

If an ETF position starts at 10,000, ends at 11,200, pays 250 in dividends and has 20 in fees, holding-period return is (11,200 + 250 - 20 - 10,000) / 10,000 = 14.3%.

Common mistakes

Do not mix price return and total return. Dividends, fees, currency and tax treatment can materially change the result.

Limitations

This is not investment advice and does not fetch live ETF data. It does not model reinvestment dates, expense ratios over time, taxes or tracking error.

Last reviewed: 2026-05-17

Before relying on this result

Use this calculator together with the formula, assumptions, limitations and examples on the page. If the topic involves health, tax, lending, investment, legal, safety or current-rate decisions, treat the number as an estimate and check the relevant primary source or professional guidance.

Calculator metadata last reviewed: 2026-05-14.