Holding-period return
This is not annualized unless the holding period is one year. Taxes, reinvestment timing and currency changes are not included.
Example
If a stock rises from 80 to 95 and pays 3 in dividends, total return is (95 + 3 - 80) / 80 = 22.5% before taxes and fees.
How to interpret it
Total return combines price change and dividends. It is usually more complete than looking at price change alone.
Limitations
The calculator does not include dividend reinvestment timing, brokerage fees, taxes, currency changes or annualization for multi-year holding periods.
Last reviewed: 2026-05-17