Investment ROI Calculator

Estimate net gain and ROI using initial investment, ending value, income and fees.

Formula

Net gain = ending value plus income minus initial investment minus fees. ROI = net gain divided by initial investment, then multiplied by 100.

This is an estimate for general information, not investment advice.

Formula

ROI = net gain / initial investment x 100. Net gain can include ending value, income and fees depending on the situation.

Example

If an investment starts at 1,000, ends at 1,200, pays 50 income and has 10 fees, the net gain is 240 before tax.

Common mistake

ROI does not show how long the return took. Use CAGR when comparing returns over different time periods.