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Calculadora de rentabilidad de acciones
Calculate the total return, including dividends, and the annualised (CAGR) return on a stock over your holding period.
Los resultados son estimaciones basadas únicamente en las cifras que introduces, solo con fines informativos y educativos. No son asesoramiento de inversión ni una previsión. Los mercados de criptomonedas y de valores conllevan un riesgo real, incluida la pérdida de capital.
Cómo funciona
- Capital gain is (sell − buy) × shares.
- Dividends are added to total return.
- CAGR shows the equivalent steady annual rate over your holding period.
Total return is more than price
The headline gain on a stock — the difference between what you paid and what you sold for — is only part of the story. Dividends paid along the way are real return too, and for many established companies they make up a large share of long-run performance. This calculator adds them in, so your total return reflects both capital gains and income.
The annualised return, or CAGR, is the single most useful figure for comparing investments held for different lengths of time. It answers the question: what steady yearly rate would have produced this result? A 60% total return sounds impressive until you learn it took ten years to achieve — an annualised rate under 5%. Always look at the annualised figure before judging whether a return was actually good. Past returns, of course, never guarantee future ones.