Total Return Calculator

Use our free total return calculator to measure the complete return on your investment including both capital appreciation and income received. Understand the breakdown between price return and income return.

Financial

Currency

Initial Value

Final Value

Income/Dividends Received

Formula

Total return measures the full performance of an investment including both capital appreciation (price change) and income (dividends, interest). This gives you the complete picture of your investment performance.

Total Return = ((Final - Initial) + Income) / Initial Ã— 100

Percentage: The percentage value you want to apply

Number: The original number or value

Result: The calculated result

How It Works

1Enter the initial value of your investment.
2Enter the final value at the end of the period.
3Enter any income or dividends received during the period.
4See the breakdown of price return, income return, and total return.

Examples

$10,000 initial, $12,000 final, $500 dividends

1.Capital Gain = $12,000 - $10,000 = $2,000 (20%)
2.Income = $500 (5%)
3.Total Return = ($2,000 + $500) / $10,000 = 25%

Result: 25.00%

Frequently Asked Questions

Total return is the complete percentage return on an investment including both price appreciation and income from dividends or interest. It gives the true performance of an investment.

Income like dividends and interest is a significant component of total return. For many investments (like bonds or dividend stocks), income can represent a large portion of the total return.

Price return is the gain or loss from changes in the investment's price. Income return is the return from dividends, interest, or other distributions received.

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Total Return Investing

CalculateMe Team

Last updated: 2026-07-15

Frequently Asked Questions

Total return is the complete percentage return on an investment including both price appreciation and income from dividends or interest. It gives the true performance of an investment.

Income like dividends and interest is a significant component of total return. For many investments (like bonds or dividend stocks), income can represent a large portion of the total return.

Price return is the gain or loss from changes in the investment's price. Income return is the return from dividends, interest, or other distributions received.

Total Return Calculator

Formula

How It Works

Examples

$10,000 initial, $12,000 final, $500 dividends

Frequently Asked Questions

What is total return?

Why include income in return calculation?

What is price return vs income return?

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Total Return Calculator

Formula

How It Works

Examples

$10,000 initial, $12,000 final, $500 dividends

Frequently Asked Questions

What is total return?

Why include income in return calculation?

What is price return vs income return?

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Related Articles