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Return on investment (ROI)

Percentage profit or loss on an investment, and the yearly rate it represents.

What you enter

  • Amount invested
  • Amount returned (sale value + income)
  • Costs and fees
  • Holding period

How this is calculated

  • ROI = (amount returned − amount invested − costs) ÷ amount invested.
  • Annualised return = (net amount back ÷ amount invested)^(1 ÷ years) − 1.

More in this category

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These calculators show illustrative outcomes only. Returns are not guaranteed. Tax rules and rates change; verify them before acting. Nothing here is financial, tax or legal advice.