Financial Tools
Stock Return Calculator
Calculate total return, annualized return (CAGR), and dividend income for any stock investment.
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Total Return
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What Is the Stock Return Calculator?
How much did your stock investment actually return? The Stock Return Calculator calculates your total return (including both price changes and dividend income) and annualized return rate. Simply enter the buy price, sell price, number of shares, holding period, and total dividends received — the calculator shows your total profit/loss, total return percentage, and CAGR (Compound Annual Growth Rate). Many investors only remember the buy and sell price, overlooking dividend income and holding costs — this calculator accounts for everything.
Key Concepts
CAGR — Compound Annual Growth Rate
CAGR (Compound Annual Growth Rate) measures the annualized return of a multi-year investment, assuming returns are reinvested each year at a compounding rate. For example: bought stock at HK$100,000 3 years ago, now worth HK$150,000: CAGR = (150,000/100,000)^(1/3) − 1 = 14.5%. CAGR is the standard metric for comparing different investments.
FAQ
How do dividends affect total return?
Dividends are a significant component of total stock returns. With the average Hong Kong stock dividend yield at around 3–4%, holding for 10 years can generate dividend income equal to 30–40% of your principal (not even counting the compounding effect of dividend reinvestment). For dividend stocks, total return often comes more from dividends than from share price appreciation.
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Important
This calculator provides estimates for reference only. Past performance does not guarantee future results. Investment involves risk — the value of investments can go down as well as up. Dividend payments are not guaranteed and may vary. Consult a qualified financial advisor before making investment decisions.