Stock Return Calculator
A stock return calculator computes total investment return including price appreciation and reinvested dividends, plus annualised return (CAGR) for comparison.
- 1Total return = (Ending value − Beginning value + Dividends) / Beginning value × 100
- 2CAGR = (Ending / Beginning)^(1/years) − 1
- 3Price return only: ignores dividends
- 4Dividend yield: historically ~40% of total stock market returns
Buy £10k, sell for £14k after 4 years, £800 dividends received=Total return = (£14k−£10k+£800)/£10k × 100 = 48%; CAGR = 10.4%
| Index | Nominal CAGR | Real CAGR (~3% inflation) |
|---|---|---|
| S&P 500 (US) | ~10%/yr | ~7%/yr |
| FTSE All-Share (UK) | ~8%/yr | ~5%/yr |
| MSCI World | ~9%/yr | ~6%/yr |
| Emerging markets | ~10%/yr (volatile) | ~7%/yr |
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