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How to use the ROI Calculator
Choose a currency, enter your investment amounts and holding period, then review the full return breakdown.
Choose a currency and enter your amounts
Select GBP, USD, EUR, CAD, AUD or JPY. Enter your initial investment, ending value and any additional income in that same currency. The calculator does not convert currencies.
Add the holding period
Enter the number of years you held the investment. The holding period is used only to calculate annualized ROI; it is never added to a monetary total.
Review the return breakdown
Total return is ending value plus additional income. Net profit or loss is total return minus your initial investment. ROI is net profit divided by initial investment, while annualized ROI shows the equivalent yearly rate.
Frequently Asked Questions
What does the ROI Calculator calculate?
It shows total return (ending value plus additional income), net profit or loss, ROI and annualized ROI. ROI is calculated from total return and initial investment; the holding period is used only for annualized ROI.
Are the results guaranteed?
No. Actual outcomes, tax rules, rates and charges can differ.
Does changing the currency convert my amounts?
No. Changing currency updates the displayed symbol and locale-aware formatting only. Enter every amount in the selected currency before comparing a scenario.
Does this replace professional advice?
No. Seek qualified advice for decisions specific to your circumstances.
Are tax, inflation and charges included?
No. The tool is a simplified pre-tax return calculation. Consider tax, charges, inflation, exchange rates and the timing of cash flows separately.
What does annualized ROI mean?
Annualized ROI expresses the total return as an equivalent compounded yearly rate. It can make returns over different holding periods easier to compare, but assumes compounding over the full period.
Is my information stored?
No. Calculations run locally in your browser.