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Investment Return Calculator
Canadian Tax and
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Click the above link to open the calculator in a new window.
Note: best viewed in Chrome, Edge
or Vivaldi. Views well in Firefox, but may not print properly.
Use this calculator to calculate the return
for any period on
your investment account/portfolio, or
a single investment (stocks, real estate, etc.)
The calculator provides both total % return
and annualized % return (internal rate of return).
Note: To get the
return on your US$ investments, you should 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:
Enter the beginning market value, including any
cash balances in the account, as of the start date.
Enter the ending market value, including any cash
balances in the account, as of the end date.
Enter deposits you make to the account as positive
Enter withdrawals you make from the account as
Do not enter transactions made within the account,
such as purchases, sales, dividends, etc. The only entries
should be your deposits to and withdrawals from the account.
Calculate returns on a single investment:
Enter the the start date and the value on that date. If this
is the original purchase, enter the purchase date and purchase cost.
Enter the end date and the value on that date.
Enter the cost of additional purchases as positive amounts
Enter proceeds from sales as negative amounts (withdrawals), unless
the entire investment is sold.
If you have sold the entire investment, use the proceeds as the end
value, and the date of sale as the end date.
Income received from the investment should be entered as a negative
amount on the date received.
Expenses paid related to the investment should be entered as
positive amounts on the date paid.