Canadian Tax and
Financial Information
Investment Return Calculator

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Investment Return Calculator  
Name (Acct/Investment)
Start date (mm/dd/yyyy)
Value on start date
End date (mm/dd/yyyy)
Value on end date
Change in value
Deduct deposits, add back withdrawals
Net increase (decrease) in value
Weighted average invested amount
Total % return  
Annualized % return (internal rate of return)  
Dates must be entered in chronological order. Otherwise, the results will not be correct.
Results are calculated automatically when you hit the enter key, tab out of a cell, select a new cell, or click on the Update button above.
Notes Date
Questions or comments on the Investment Return Calculator? 
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Revised: February 13, 2019

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