Investing
Investment return calculator
Measure the result of an investment with regular monthly cash flows. The calculator separates contributions from profit and estimates an annualized return.
Annualized return
7.23%
Total invested
$70,000.00
Profit or loss
$36,639.00
Return on invested money
52.3%
The annualized result depends on the assumed timing of contributions and may differ from a broker statement.
Calculation method
How annualized return is solved
The calculator finds the monthly return that turns the initial amount and all end-of-month contributions into the final portfolio value, then converts that rate to an effective annual return.