How to Calculate Stock Return
Calculate total stock return including dividends and capital gains over a holding period.
The Formula
totalReturn = (endPrice - startPrice + dividends) / startPrice * 100The stock return formula uses the mathematical relationship: totalReturn = (endPrice - startPrice + dividends) / startPrice * 100. Each variable in the formula represents a measurable quantity that affects the final result.
Step-by-Step Method
- 1Identify all input values needed for the stock return calculation.
- 2Substitute your known values into the formula: totalReturn = (endPrice - startPrice + dividends) / startPri.
- 3Perform the arithmetic operations in the correct order (PEMDAS/BODMAS).
- 4Check that your result has the correct units and is within a reasonable range.
- 5Verify using the interactive Stock Return Calculator to confirm your answer.
Related Topics
stock returndividendscapital gainsinvestment
Use the Interactive Calculator
Skip the manual math — get instant results with our free Stock Return calculator.