MCPCalc

Stock Return Calculator

Calculate total return on a stock investment including dividends over a holding period.

Scratchpad (not saved)

$

Price per share when you bought

$

Current or sale price per share

Number of shares held

$

Annual dividend per share

years

How long you held the stock

What This Calculator Does

Compute realized return from price change and dividends so performance can be compared across different holding periods.

It combines Purchase Price per Share, Current/Sale Price per Share, Number of Shares, Annual Dividend per Share to estimate Total Return, Annualized Return, Capital Gain/Loss.

Formula & Method

Core equations: Total return combines capital gains and dividends: R = (P_{current} - P_{purchase}) \times N + D \times N \times t Annualized return: r_{annual} = \left(\frac{V_{final} + D_{total}}{V_{initial}}\right)^{1/t} - 1 where N is the number of shares and t is the holding period in years. Inputs are applied in base units, then derived metrics are computed from the same equations and rounded for display.

Notation used in the formulas: R = Total Return; x_{1} = Purchase Price per Share; x_{2} = Current/Sale Price per Share; x_{3} = Number of Shares; x_{4} = Annual Dividend per Share; x_{5} = Holding Period.

Method summary: inputs are normalized to consistent units, core equations are evaluated, then secondary values are derived and rounded for display.

Use this for portfolio review, trade evaluation, and annualized return benchmarking across positions.

Inputs Used

  • Purchase Price per Share: Price per share when you bought
  • Current/Sale Price per Share: Current or sale price per share
  • Number of Shares: Number of shares held
  • Annual Dividend per Share: Annual dividend per share
  • Holding Period: How long you held the stock

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