** Stock Return Calculators and Tools**

The following calculators and tools can be used for any stock or exchange-traded fund (ETF) symbol listed on a major U.S. stock exchange and supported by Quandl.

**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.

**Stock Return Calculator: Quick Input
**Use the Stock Return Calculator: Quick Input to compute the
total return, annualized return plus a summary of winning (profitable)
and losing (unprofitable) returns for 1, 5, 10, 20 and all-year(s) of prices.

**Stock Return Calculator: Returns Since First Price**

Use the Stock Return Calculator: Returns Since First Price to compute the
following return measures from a stock's first price to its current price: total return with dividends reinvested, annualized return plus a summary of winning (profitable)
and losing (unprofitable) buy and sell combinations.

**Stock Return Calculator: Above and Below Moving Averages Purchases
**Use the Stock Return Calculator: Above and Below Moving Averages Purchases to compute and display all returns for purchases made for prices above and below for a specified simple moving average and holding period.

**Stock Beta Calculator
**Use the Stock Beta Calculator to compute the
beta for a valid stock symbol, a valid symbol for a benchmark, day, week or month interval and date information.

**Stock Portfolio Return Calculator
**Analyze the performance of your own customized portfolio using the Stock Portfolio Return Calculator. Enter
quote symbols for up to ten stocks and the calculator displays a table of return information.

**Stock Percent Return Calculator
**Use the Stock Percent Return Calculator to display a table of percent returns (daily, weekly, monthly, quarterly or annual).

**Stock Return Calculator for 1, 3, 6 and 12 Month Returns
**Use the Stock Return Calculator for 1, 3, 6 and 12 Month Returns to display a table of 1-month, 3-month, 6-month and 12-month percent returns.

**Stock Return Calculator for 5, 10, 20, 30, 40 and 50 Year Returns**

Use the Stock Return Calculator for 5, 10, 20, 30, 40 and 50 Year Returns to display a table of 5-year, 10-year, 20-year, 30-year, 40-year and 50-year percent and annualized returns.

**Stock Value Calculator**

Use the Stock Value Calculator to compute and display the monthly values, current value and current annualized return of a one-time investment.

**Stock Risk Reward Calculator
**Use the Stock Risk Reward Calculator to compute the standard deviation of annual returns (risk), annual percent returns (reward) and annualized return (reward).

**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.

**Annualized Stock Return Calculator**

Use the Annualized Stock Return Calculator to compute the annualized return for a stock or exchange-traded fund. 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.

**Stock Return Streaks Calculator**

Use the Stock Return Streaks Calculator to compute the
total number and frequency of winning and losing streaks.

**S&P 500 Return Calculator - Robert Shiller Long-term Stock Data
**Use the S&P 500 Return Calculator to compute the
total return, annualized return plus a summary of winning (profitable)
and losing (unprofitable) buy and sell combinations using S&P 500 monthly price data from Yale University economist Robert Shiller. Prices are from January 1871 through the present.

**Stock Correlation Calculator
**Use the Stock Correlation Calculator to see how your favorite stocks correlate with other stocks.

**Stock Correlation Calculator: Quick Input**

Use the Stock Correlation Calculator: Quick Input to see how your favorite stocks correlate with other stocks for 1, 5, 10, 20 and all-year(s) of prices.

**Stock Correlation Matrix Calculator
**Use the Stock Correlation Matrix Calculator to see how your favorite stocks correlate with the S&P 500 or other stocks. Computes correlations coefficients for up to five stocks.

**Stock Holding Period/Return Calculator**

Use the Stock Holding Period/Return Calculator to see the returns for different buy-and-hold periods.

**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.

**Stock Upside/Downside Ratio Calculator**

Use the Stock Upside/Downside Ratio Calculator to compute how far the current price is from recent high and low.

**Expected Investment Return Calculator
**Use the Expected Investment Return Calculator to compute the expected future price and associated expected return for an initial investment given a projected upside and downside price.

**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.

**Buy-and-Hold or Trade Calculator - See Which Plan Gives the Highest Returns**

Use the Buy-and-Hold or Trade Calculator to compare
how much money a buy-and-hold investment plan makes versus frequent trading. The calculator displays a chart of dollar values for a selected price series interval, duration and amount invested
for a given stock. The results for buy-and-hold and trading can vary greatly given different time intervals and durations.

**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.

**Down from Peak Calculator
**Use the Down from Peak Calculator to compute the percentage drop from the peak price of a stock.

**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.

**1% Drop Stock Volatility Calculator
**Use the 1% Drop Stock Volatility Calculator to see how many days a stock or index drops one or more percent.

**Stock Volatility Calculator
**Use the Stock Volatility Calculator to compute the coefficient of variation of a stock or index.

**Stock Price Ratios Calculator**

Use the Stock Price Ratios Calculator to compute the
ratios using closing prices for any two stocks, indices,
exchange-trade funds or mutual funds.

**Copper Return Calculator**

Use the Copper Return Calculator to compute the
return, annualized return plus a summary of winning (profitable)
and losing (unprofitable) buy and sell combinations for copper.

**Gold Return Calculator**

Use the Gold Return Calculator to compute the
return, annualized return plus a summary of winning (profitable)
and losing (unprofitable) buy and sell combinations for gold.

**Oil Return Calculator**

Use the Oil Return Calculator to compute the
return, annualized return plus a summary of winning (profitable)
and losing (unprofitable) buy and sell combinations for oil.

**Silver Return Calculator**

Use the Silver Return Calculator to compute the
return, annualized return plus a summary of winning (profitable)
and losing (unprofitable) buy and sell combinations for silver.

**Backtesting Stock Market Returns Using the CAPE Calculator**

Use the Backtesting Stock Market Returns Using the CAPE Calculator to compute the to analyze the possible direction of stock prices and average returns given a selected CAPE.

**Trading Tools**

**Stock Day Trading Returns Tool**

Use the Stock Day Trading Returns Tool to see average daily volume, volatility measures and daily returns for different buy and sell rules.

**Stock Trading Returns Tool**

Use the Stock Trading Returns Tool to see average daily volume and daily returns for specified buy and sell rules and specified trade durations (days held).

**Portfolio Builders**

**Portfolio Builders**

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

- Dividend Aristocrats Portfolio Builder with Dividend Aristocrats.
- Great Dividend Stocks Portfolio Builder with Great Dividend Stocks.

Chart Makers

**10-year Annualized Return Charts**

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

- Dividend Achievers
- Dividend Aristocrats
- Dow Jones Industrial Average Stocks
- Great Dividend Stocks
- U.S. Dividend Champions

**Compare Returns of Two Stocks Chart Maker**

Use the Compare Returns of Two Stocks Chart Maker to compare
a buy-and-hold investment plan for two stocks. The chart displays the dollar values for a selected price series interval, duration and amount invested
for each stock

**Price, Return and Dividend Information For Stocks and Exchange-Traded Funds**

See an interactive price chart, stock returns map and dividend chart.

**Price Direction Indicator (PDI) Calculator and Chart Maker
**Use the Price Direction Indicator (PDI) to analyze
if a price pattern has peaked or bottomed.

**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.

**Stock Returns 3D Surface Chart Maker**

Use the Stock Returns 3D Surface Chart Maker to display a 3-dimensional chart of percent returns for all buy and sell combinations given a start and end date for any stock listed on a major U.S. stock exchange and supported by Quandl. The 3D chart shows all returns for each buy price across all sell prices and all returns for each sell price across all buy prices.

**Stock Sparkline Maker**

Display sparklines, small charts with unlabeled axis, that show price trends, returns and dividends for up to ten stocks.

**Stock Trendline Calculator**

Use the Trendline Calculator to compute and display the stock price trendline based on the simple linear regression model using daily, weekly or monthly closing prices. The calculator plots the trendline line and closing prices.

**Compound Interest Chart Maker**

Use the Compound Interest Chart Maker to display a chart of how much money you
would accumulate by investing a given amount of money at a fixed annual
rate of return for a specified period in years

More Calculators and Tools

All Calculators

Dividend Investing Calculators and Tools

Financial Calculators