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Investment Return Calculator TaxTips.ca
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TaxTips.ca Calculators -> Investment return calculator instructions   Note:  This calculator will retain data.  Click Reset before closing if using on a public computer.
This calculator is best viewed in Chrome, Firefox, or Vivaldi.  Printing works best from Chrome or Vivaldi.

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
(mm/dd/yyyy) 		Deposits
-Withdrawals 		 
Investment Return Calculator
Name
Start date
Value on start date
End date
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)
Notes Date Deposits
-Withdrawals
Questions or comments on the Investment Return Calculator? 
  We normally reply within 1 business day - no reply? Check your spam folder.

Revised: March 18, 2024

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