How percentage return is calculated
Percentage return measures the total gain or loss on an investment relative to its starting value, including both price appreciation and any income received such as dividends or interest.
The formula
Percentage Return = [(Ending Value − Beginning Value) + Income Received] / Beginning Value × 100. This gives a simple total return figure over the holding period (not annualized).
This calculator is for general investment education, not investment advice.
Last reviewed August 2026