Stock Return Calculators and Tools

All of the following calculators and chart makers can be used for any stock recognized by Yahoo! Finance.

Calculators

Stock Return Calculator
Use the Stock Return Calculator to compute the total return, annualized return plus a summary of winning (profitable) and losing (unprofitable) returns for any stock, index, exchange-trade fund or mutual fund that is listed at Yahoo! Finance.

Annual Stock Return Calculator
Use the Annual Stock Return Calculator to compute the annual percent return, annual percent profitable returns for all buy and sell combinations and annualized return for any stock, index, exchange-trade fund or mutual fund that is listed at Yahoo! Finance.

Annualized Stock Return Calculator
Use the Annualized Stock Return Calculator to compute the annualized return for any stock, index, exchange-trade fund or mutual fund that is listed at Yahoo! Finance. See a chart of annualized returns for a specified period of years.

Multiyear Stock Return Calculator
Use the Multiyear Stock Return Calculator to compute the 10-year, 20-year, 30-year, 40-year, 50-year and all-years return and annualized return for any stock, stock, index, exchange-traded fund or mutual fund that is listed at Yahoo! Finance.

Stock Correlation Calculator
Use the Stock Correlation Calculator to see how your favorite stocks correlate with the S&P 500 or other stocks.

Stock Return/Purchase Date Calculator
The Stock Return/Purchase Date Calculator displays a bar chart of percent returns for a selected period for a given stock highlighting the profitable investment dates in green and the unprofitable ones in red.

The chart shows the percent return of each buy-and-hold investment for a period of purchase dates that you specify.

Dividend Income Calculator - With and Without Dividend Reinvestment
For a specified initial portfolio dollar value, dividend yield for the portfolio, annual change in the dividend yield and annual new cash added as a percentage of the initial portfolio dollar value, the Dividend Income Calculator displays for each year of the analysis: dividends paid with and without dividend reinvestment plus the value of the portfolio with and without dividend reinvestment.

Dollar-cost Averaging Calculator
The Dollar-cost Averaging Calculator computes the percent return for a series of recurring monthly investments for a specified stock and specified dollar investment amount. The calculator lets you backtest different monthly investment amounts for different investing periods.

Sell Now, Buy Later Calculator
Use the Sell Now, Buy Later Calculator to analyze different buy and sell strategies.

Hold Now, Buy or Sell Later Calculator
Use the Hold Now, Buy or Sell Later Calculator to analyze different buy and sell strategies.

Basic Asset Mix Calculator
Use the Basic Asset Mix Calculator to compute returns for stocks, bonds and cash for different asset mixes and rates of return.

Multiple Asset Mix Calculator
Use the Multiple Asset Mix Calculator to compute returns for up to ten asset classes for different asset mixes and rates of return.

Investment Fee Calculator
Use the Investment Fee Calculator to see how fees reduce your returns.

Capital Asset Pricing Model (CAPM) Calculator
Use the Capital Asset Pricing Model (CAPM) Calculator to compute the expected return of a stock.

Portfolio Builders

Portfolio Builders
Compute dividend, income and returns information for selected stocks from the following groups of dividend-paying stocks.

Chart Makers

10-year Annualized Return Charts
Display charts of 10-year annualized returns for stocks in the following groups:

Price, Return and Dividend Information For Stocks and Exchange-Traded Funds
To see a interactive price chart, stock returns map and dividend chart for a selected stock, exchange-traded fund (ETF), mutual fund or index, simply enter any symbol recognized by Yahoo! Finance.

Price Direction Indicator (PDI) Calculator and Chart Maker
Use the Price Direction Indicator (PDI) to analyze if a price pattern has peaked or bottomed for any stock, index, exchange-trade fund or mutual fund that is listed at Yahoo! Finance.

Stock Return Map Maker
The Stock Return Map Maker displays a color-coded map of the percent returns for each buy and sell combination for a selected period.

Use the map to get a quick picture of profitable (winners in green) and unprofitable (losers in red) buy and sell returns. It's easy to toggle between different periods to see short-term and longer term returns. Compare maps of your favorite stocks. See How to Read a Stock Return Map for details about the map.

More Calculators and Tools

All Calculators
Dividend Investing Calculators and Tools
Stock Performance Analysis - Quick Links to Stock Return and Dividend Calculators and Chart Makers