Stock Return Calculator
Calculate stock profit/loss, position size, and dividend income. Compare returns vs S&P 500.
Stock Return Calculator
Calculate stock investment returns, position sizes, and dividend income. Compare your gains against the S&P 500 benchmark.
📋Investment Details
Enables annualized return & S&P 500 comparison
Commission / Fees (optional)
🎯Investment Results
📊vs. S&P 500 Benchmark
The S&P 500 has historically returned ~8% per year. How does your stock compare?
💡 Add a holding period (days) above for a time-adjusted S&P 500 comparison.
Your +30.00% gain is equivalent to 3.4 years of average S&P 500 returns at 8% per year.
💡Investment Tips
📉 Risk Management
Professional traders typically risk no more than 1–2% of their portfolio on a single trade. Use the Position Size tab to calculate how many shares to buy without overexposing yourself.
📊 ROI vs Annualized Return
A 30% ROI sounds great — but if it took 5 years, that's only ~5.4% annualized. Always compare annualized returns across investments for a fair apples-to-apples comparison.
💵 Dividend Compounding
Reinvesting dividends (DRIP) dramatically increases long-term returns. A stock with a 4% yield growing at 7%/year doubles its payout every ~10 years — a powerful wealth engine over decades.
🏛️ Capital Gains Tax
Profits held for more than 1 year qualify for long-term capital gains rates (0%, 15%, or 20% in the US) vs. short-term rates taxed as ordinary income. Holding period matters for after-tax returns.
Disclaimer: This calculator is for educational purposes only. It does not constitute financial advice. Consult a licensed financial advisor before making investment decisions.