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Investment Return CalculatorClick the above link to open the calculator in a new window.
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See Calculators page re new Printing feature.
Use this calculator to calculate the return for any period on
The calculator provides both total % return and annualized % return (internal rate of return).
Note: To get the return on your US$ investments, you must convert all amounts to Canadian dollars. Convert beginning and ending balances at the rate in effect as of the beginning and ending dates, and convert deposits and withdrawals at the rate in effect on the deposit and withdrawal dates. See Bank of Canada Exchange Rates to find the rates you need. Year end US exchange rates are available on our Foreign Exchange Rate History page.
Calculate returns on your investment account/portfolio:
Calculate returns on a single investment:
Return on Investment Calculation
Example of return on investment calculation
Above is a very simple example of course. The beginning of year value is the invested amount, and there are no deposits or withdrawals during the year.
When there have been deposits or withdrawals to the account during the year, then a weighted average invested amount must be calculated for A in the calculation formula. If a deposit of $500 was made on June 30th, 181 days after December 31st, then the weighted average invested amount (A) would be:
[$10,000 x 181 days + $10,500 x 184 days] / 365 days = $10,252.05
If the ending market value was still $11,000, then the % return is:
($11,000 - $10,500) / $10,252.05 = 4.9%
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Revised: February 03, 2023
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