Estimate stock investment returns after tax, dividends, and inflation.
Stock Return Details
The amount invested when you bought the stock.Current or selling value of the stock.Dividends earned during holding period.Total years the stock was held.Applicable LTCG or STCG tax rate.Average annual inflation rate.
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How Stock Returns Are Calculated
Stock return includes price appreciation and dividends earned.
Gross Return Formula:
(Final Value + Dividends − Initial Investment) ÷ Initial Investment
Annualized return adjusts gains over the holding period, while inflation shows real purchasing power.
Are dividends included? Yes, dividends are added to total returns.
Which tax rate should I use? Use LTCG or STCG based on holding period.
Why inflation adjustment? It shows real returns after loss of purchasing power.