Investment Return Calculator
Measure trade profits, ROI and breakeven prices to evaluate how your investments are performing.
Net profit
After fees
$5,260.1077.9%
After-tax result: $4,471.08
Return on investment
Total return
77.9%
Cost basis: $6,754.95
Annualized return
Compounded (CAGR)
47.59%
1.48 years in market
Break-even sell price
Per share
$42.93
Current exit: $78.00
Profit breakdown
Understand exactly where your gains or losses originate: price movement, income, and friction.
Price change
$4,950.00
93.9% of gross gains
Dividends
$320.00
6.1% of gross gains
Fees
-$9.90
0.2% of gains eaten by costs
Sensitivity: ROI if sell price moves ±20%
Scenario analysis
Stress-test your exit price to see potential upside, downside, and after-tax take-home.
| Price move | Sell price | Profit | ROI | After tax |
|---|---|---|---|---|
| -10% | $70.20 | $4,090.10 | 60.5% | $3,476.58 |
| -5% | $74.10 | $4,675.10 | 69.2% | $3,973.83 |
| 0% | $78.00 | $5,260.10 | 77.9% | $4,471.08 |
| 5% | $81.90 | $5,845.10 | 86.5% | $4,968.33 |
| 10% | $85.80 | $6,430.10 | 95.2% | $5,465.59 |
| 20% | $93.60 | $7,600.10 | 112.5% | $6,460.08 |
Cash flow summary
Use this to reconcile broker statements and set realistic expectations before placing the trade.
Cost basis (incl. fees)$6,754.95
Gross proceeds$12,020.00
Fees paid-$9.90
Dividends received+$320.00
Net proceeds$12,015.05
Actionable highlights
Strategic takeaways tailored to your numbers for quick decision-making.
- Every additional $1 increase in sell price adds $150.00 to profit.
- Dividends contributed 2.7% of your total proceeds. Factor in the ex-dividend date when timing exits.
- Fees consumed 0.1% of gross proceeds. A zero-commission broker would improve this outcome by $9.90.