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💰 Financial · Rex's Toolbox

Stock Return Calculator

Total return, annualized return, and profit after fees and tax.

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Rex says

Money math without the spreadsheet headache. Plug in your numbers and I'll show you exactly where the dollars land.

Try a scenario

Click to load — tweak from there.

Inputs

Result

Total return

113.97%

Annualized return (CAGR)

20.94%

Profit before tax

$10,280.00

Profit after capital gains tax

$8,738.00

Price-only return

104.44%

Total proceeds

$19,300.00

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How to use this

  1. 1Enter buy price per share ($).
  2. 2Enter sell price per share ($).
  3. 3Enter shares.
  4. 4Enter dividends received per share ($).
  5. 5Enter years held.
  6. 6Enter total fees and commissions ($).
  7. 7Enter capital gains tax rate (%).
  8. 8Read your total return on the right — it updates as you type.
  9. 9Hit Share to keep the scenario or send it to someone.

About this calculator

Total return includes dividends; price return does not. Comparing a dividend payer to a growth stock on price alone systematically understates the income name.

FormulaCAGR = (Ending ÷ Beginning)^(1/years) − 1.

Worked example

Using the values the calculator loads with:

Inputs

  • Buy price per share: 45 $
  • Sell price per share: 92 $
  • Shares: 200
  • Dividends received per share: 4.5 $
  • Years held: 4
  • Total fees and commissions: 20 $
  • Capital gains tax rate: 15 %

Results

  • Total return: 113.97%
  • Annualized return (CAGR): 20.94%
  • Profit before tax: $10,280.00
  • Profit after capital gains tax: $8,738.00
  • Price-only return: 104.44%
  • Total proceeds: $19,300.00

What each field means

Inputs

Buy price per share ($)
The buy price per share used in the calculation, measured in $. Starts at 45 $ so you have a working example on load.
Sell price per share ($)
The sell price per share used in the calculation, measured in $. Starts at 92 $ so you have a working example on load.
Shares
The shares used in the calculation. Starts at 200 so you have a working example on load.
Dividends received per share ($)
The dividends received per share used in the calculation, measured in $. Starts at 4.5 $ so you have a working example on load.
Years held
The years held used in the calculation. Starts at 4 so you have a working example on load.
Total fees and commissions ($)
The total fees and commissions used in the calculation, measured in $. Starts at 20 $ so you have a working example on load.
Capital gains tax rate (%)
The capital gains tax rate used in the calculation, measured in %. Starts at 15 % so you have a working example on load. Accepted range: 0–50 %.

Results

Total return
Returned as a percentage and shown as the headline result. It recalculates instantly whenever you change an input, so you can compare scenarios without reloading.
Annualized return (CAGR)
Returned as a percentage. It recalculates instantly whenever you change an input, so you can compare scenarios without reloading.
Profit before tax
Returned as a money amount in US dollars. It recalculates instantly whenever you change an input, so you can compare scenarios without reloading.
Profit after capital gains tax
Returned as a money amount in US dollars. It recalculates instantly whenever you change an input, so you can compare scenarios without reloading.
Price-only return
Returned as a percentage. It recalculates instantly whenever you change an input, so you can compare scenarios without reloading.
Total proceeds
Returned as a money amount in US dollars. It recalculates instantly whenever you change an input, so you can compare scenarios without reloading.

FAQ

How does the stock return calculator work?

Total return includes dividends; price return does not. Comparing a dividend payer to a growth stock on price alone systematically understates the income name. The underlying maths is: CAGR = (Ending ÷ Beginning)^(1/years) − 1.

What do I need to enter?

7 values: buy price per share, sell price per share, shares, dividends received per share, years held, total fees and commissions, and capital gains tax rate. Each field starts with a sensible default, so you can change one number at a time and watch the result move.

What does the total return result mean?

It is returned as a percentage and updates live as you edit the inputs, so you can compare two or three versions of a scenario in a few seconds.

Is this calculator free, and do I need an account?

Yes, it's free, and no account is required. Nothing you type is stored on our servers — the maths runs entirely in your browser.

How accurate is the result?

It applies the standard formula exactly, so the arithmetic is precise. Results are estimates before tax, fees, and inflation unless an input explicitly covers them.

Who is this tool for?

It's built for anyone comparing money scenarios before committing — budgeting a payment, sanity-checking a quote, or seeing what a change in rate or term actually costs.

Accuracy and limitations

  • Results are estimates before tax, fees, and inflation unless an input explicitly covers them.
  • Rates are treated as fixed for the whole period — variable-rate products will drift from this projection.
  • This is educational maths, not financial advice. Check anything contractual with the lender or your accountant.

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Cite this calculator

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APA
RevenueLab. (2026). Stock Return Calculator. Retrieved from https://www.revenuelab.fyi/toolbox/stock-return
HTML
<p>Source: <a href="https://www.revenuelab.fyi/toolbox/stock-return" target="_blank" rel="noopener">Stock Return Calculator — RevenueLab</a> (2026).</p>
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Source: [Stock Return Calculator — RevenueLab](https://www.revenuelab.fyi/toolbox/stock-return) (2026).
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