Does this include dividends?

Yes. Total return includes both price appreciation and any dividends you received over the holding period.

What is annualized return?

It converts your total return into an equivalent yearly rate, so a 50% gain over 5 years shows as roughly 8.4% per year.

Calculate the total return and annualized return of a stock investment.

Buy Price / Share

Sell Price / Share

Number of Shares

Total Dividends Received

Years Held

Total Profit

$2,800.00

Total Return

56.00%

Annualized Return

11.76%

ROI explained simply: how to calculate it, the difference between total and annualized return, and what counts as a "good" return.

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