Stock and ETF Performance Calculator

Calculator Form

The calculator uses a single-column page. The input grid becomes three columns on large screens, two on medium screens, and one on mobile screens.

Asset Name

Asset Type

Purchase Price per Share ($)

Current Price per Share ($)

Shares Owned

Total Dividend Income ($)

Buying Fees ($)

Selling Fees ($)

Holding Period (Years)

Benchmark Annual Return (%)

Reset Form

Example Data Table

This example shows how one completed analysis may look.

Field	Example Value	Notes
Asset Name	Global Equity ETF	Diversified exchange-traded fund holding.
Purchase Price	$100.00	Original price paid per share.
Current Price	$128.00	Latest market value per share.
Shares Owned	50	Total units held.
Total Dividend Income	$120.00	Cash dividends already received.
Buying Fees	$10.00	Commissions or entry costs.
Selling Fees	$10.00	Estimated exit costs.
Holding Period	3 years	Used for annualized return.
Benchmark Annual Return	8.00%	Comparison growth rate.
Expected Net Profit	$1,500.00	Based on the example inputs.
Expected Total Return	29.94%	Net result after dividends and fees.
Expected CAGR	9.08%	Annualized growth over three years.

Formula Used

Purchase Amount = Purchase Price × Shares Owned
Cost Basis = Purchase Amount + Buying Fees
Market Value = Current Price × Shares Owned
Gross Ending Value = Market Value + Dividend Income
Net Ending Value = Gross Ending Value − Selling Fees
Net Profit / Loss = Net Ending Value − Cost Basis
Price Return = ((Market Value − Purchase Amount) ÷ Purchase Amount) × 100
Income Return = (Dividend Income ÷ Cost Basis) × 100
Total Return = (Net Profit ÷ Cost Basis) × 100
CAGR = ((Net Ending Value ÷ Cost Basis)^{1 ÷ Years Held} − 1) × 100
Benchmark Ending Value = Cost Basis × (1 + Benchmark Return)^{Years Held}
Alpha vs Benchmark = Net Ending Value − Benchmark Ending Value
Yield on Cost = (Dividend Income ÷ Purchase Amount) × 100
Breakeven Sell Price = (Cost Basis + Selling Fees − Dividend Income) ÷ Shares Owned

These formulas help investors compare raw price movement, cash income, annualized growth, and relative performance against a chosen benchmark rate.

How to Use This Calculator

Enter the asset name and choose whether it is a stock or ETF.
Add your original purchase price, current price, and total shares held.
Include all dividends received so the total return reflects income.
Enter buying and selling fees to avoid overstating performance.
Provide the number of years held for annualized return calculation.
Add a benchmark annual return to compare your holding against a target index or strategy.
Click Calculate Performance to see the result section above the form.
Use the CSV or PDF buttons to save a clean report.

FAQs

1) What does total return include?

Total return includes price change, dividend income, and trading fees. It gives a fuller performance picture than price movement alone.

2) Why is CAGR useful?

CAGR converts a multi-year result into an annualized growth rate. It helps compare holdings with different time periods more fairly.

3) Why should I include fees?

Fees reduce real investment performance. Ignoring entry and exit costs can make your result look better than what you can actually keep.

4) What is benchmark ending value?

Benchmark ending value estimates what your original cost basis could become if it grew at the benchmark annual return for the same holding period.

5) Should dividend income be per share?

No. This calculator expects total dividend cash received for the position. Add the full amount already collected across the chosen holding period.

6) Can the calculator handle losses?

Yes. If current value and dividends do not cover cost basis and fees, the calculator will show a negative profit and negative return.

7) Why is breakeven price different from purchase price?

Breakeven sell price adjusts for fees and dividend income. A position with income may need a lower exit price to break even.

8) Is this calculator financial advice?

No. It is an educational analysis tool. Use it with your own research, tax considerations, risk tolerance, and professional advice if needed.