Stock Return

ROI on stock trades.

Input Parameters

Purchase Price (per share)

Current / Sell Price (per share)

Number of Shares

Stock Split Since Purchase

2 for a 2-for-1 split, 0.5 for a 1-for-2 reverse split. Leave at 1 if none, or if your purchase price is already split-adjusted.

Buy Commission / Fee

Sell Commission / Fee

Total Dividends Received (per share)

Reinvest Dividends (DRIP)?

DRIP mode spreads your total dividends evenly across quarters and buys more shares at the simulated price each quarter. It's an approximation — real DRIP timing depends on actual payment dates and prices.

Holding Period (Years)

YRS

Holding Period Length

Determines your capital-gains tax rate.

Taxable Income (excluding this gain)

Used only for the after-tax estimate below.

Filing Status

Total Return

55.00%

Gain ÷ cost basis, including cash dividends.

Total Gain / Loss

$5,500

Annualized Return (CAGR)

15.73%

Over 3 years

Capital Gain

$5,000

Dividend Income

$500

Estimated Tax (this sale)

$825

Effective 15.0% (long-term 0/15/20% brackets)

After-Tax Gain

$4,675

Real CAGR (Inflation-Adjusted)

12.01%

Using actual BLS CPI-U inflation of 3.3%/yr, 2022–2025.

Analysis