Investments
ROI, CAGR, future value, returns and mathematical scenarios.
Return on investment (ROI)
Financial calculator based on a configurable mathematical formula.
Open calculator →CAGR calculator
Financial calculator based on a configurable mathematical formula.
Open calculator →Total return
Financial calculator based on a configurable mathematical formula.
Open calculator →Annualized return
Financial calculator based on a configurable mathematical formula.
Open calculator →Real return
Financial calculator based on a configurable mathematical formula.
Open calculator →Dividend yield
Calculate a relationship expressed as a percentage.
Open calculator →Share price from dividend yield
Financial calculator based on a configurable mathematical formula.
Open calculator →Dividend growth
Financial calculator based on a configurable mathematical formula.
Open calculator →Investment future value
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Investment present value
Financial calculator based on a configurable mathematical formula.
Open calculator →Investment profit
Financial calculator based on a configurable mathematical formula.
Open calculator →Average cost
Financial calculator based on a configurable mathematical formula.
Open calculator →Investment break-even price
Financial calculator based on a configurable mathematical formula.
Open calculator →Investment fee impact
Financial calculator based on a configurable mathematical formula.
Open calculator →Gain/loss ratio
Financial calculator based on a configurable mathematical formula.
Open calculator →Required gain after a loss
Financial calculator based on a configurable mathematical formula.
Open calculator →Investment over 1 years
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →DCA over 1 years
Estimate how much your money can grow from starting savings, periodic contributions, return, and time.
Open calculator →Investment over 3 years
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →DCA over 3 years
Estimate how much your money can grow from starting savings, periodic contributions, return, and time.
Open calculator →Investment over 5 years
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →DCA over 5 years
Estimate how much your money can grow from starting savings, periodic contributions, return, and time.
Open calculator →Investment over 10 years
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →DCA over 10 years
Estimate how much your money can grow from starting savings, periodic contributions, return, and time.
Open calculator →Investment over 15 years
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →DCA over 15 years
Estimate how much your money can grow from starting savings, periodic contributions, return, and time.
Open calculator →Investment over 20 years
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →DCA over 20 years
Estimate how much your money can grow from starting savings, periodic contributions, return, and time.
Open calculator →Investment over 25 years
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →DCA over 25 years
Estimate how much your money can grow from starting savings, periodic contributions, return, and time.
Open calculator →Investment over 30 years
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →DCA over 30 years
Estimate how much your money can grow from starting savings, periodic contributions, return, and time.
Open calculator →Investment growth at 2%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Investment growth at 4%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Investment growth at 6%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Investment growth at 8%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Investment growth at 10%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Investment growth at 12%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Investment growth at 15%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Investment growth at 20%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $1.000 at 3%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $1.000 at 5%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $1.000 at 7%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $1.000 at 10%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $5.000 at 3%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $5.000 at 5%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $5.000 at 7%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $5.000 at 10%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $10.000 at 3%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $10.000 at 5%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $10.000 at 7%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $10.000 at 10%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $25.000 at 3%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $25.000 at 5%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $25.000 at 7%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $25.000 at 10%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $50.000 at 3%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $50.000 at 5%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $50.000 at 7%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $50.000 at 10%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $100.000 at 3%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $100.000 at 5%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $100.000 at 7%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Invest $100.000 at 10%
Project the future value of a balance using compound interest based on the rate, term, and compounding frequency.
Open calculator →Mutual fund calculator
Estimate how much your money can grow from starting savings, periodic contributions, return, and time.
Open calculator →Stock profit calculator
Calculate the profit or loss on a stock trade from the buy price, sell price, number of shares, and fees.
Open calculator →Dividend income calculator
Estimate annual and monthly dividend income from the amount invested and the dividend yield.
Open calculator →Investment payback period calculator
Calculate how many years it takes to recover an initial investment from the annual cash flow it generates.
Open calculator →Stock average price calculator
Calculate the new average purchase price after adding more shares to an existing position at a different price.
Open calculator →Dividend reinvestment calculator
Project an investment when dividends are reinvested and the capital also changes by an annual price-growth rate.
Open calculator →Portfolio weighted return calculator
Calculate the weighted return of up to three assets from each weight and return, normalizing weights when they do not add exactly to 100%.
Open calculator →Sharpe ratio calculator
Calculate the Sharpe ratio as portfolio return minus the risk-free rate, divided by portfolio volatility.
Open calculator →CAPM calculator
Estimate expected return under CAPM from the risk-free rate, beta, and expected market return.
Open calculator →Sortino ratio calculator
Calculates Sortino ratio calculator from the values you enter using a reproducible financial formula. Compare scenarios by changing one input at a time.
Open calculator →Treynor ratio calculator
Calculates Treynor ratio calculator from the values you enter using a reproducible financial formula. Compare scenarios by changing one input at a time.
Open calculator →Jensen alpha calculator
Calculates Jensen alpha calculator from the values you enter using a reproducible financial formula. Compare scenarios by changing one input at a time.
Open calculator →Dividend discount model calculator
Calculates Dividend discount model calculator from the values you enter using a reproducible financial formula. Compare scenarios by changing one input at a time.
Open calculator →Two-asset portfolio volatility calculator
Calculates Two-asset portfolio volatility calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Portfolio beta calculator
Calculates Portfolio beta calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Information ratio calculator
Calculates Information ratio calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Calmar ratio calculator
Calculates Calmar ratio calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Maximum drawdown calculator
Calculates Maximum drawdown calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Levered beta calculator
Calculates Levered beta calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Unlevered beta calculator
Calculates Unlevered beta calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Black-Scholes call calculator
Calculates Black-Scholes call calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Black-Scholes put calculator
Calculates Black-Scholes put calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Call option payoff calculator
Calculates Call option payoff calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Put option payoff calculator
Calculates Put option payoff calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Call option profit calculator
Calculates Call option profit calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Put option profit calculator
Calculates Put option profit calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Total shareholder return calculator
Calculates Total shareholder return calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Standard deviation of returns calculator
Calculates Standard deviation of returns calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Arithmetic average return calculator
Calculates Arithmetic average return calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Geometric average return calculator
Calculates Geometric average return calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
Open calculator →Tracking error calculator
Calculates Tracking error calculator from user-entered values using a reproducible financial formula. Use it for educational scenario analysis, not financial advice.
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