Investment total return calculator UK
Measure a simple investment gain including cash distributions and fees. Check the formula, worked example and limits before using your own figures.
Enter your figures
Simple total return
Inputs changed. Select Calculate result to update your estimate.
Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. No cash-flow timing, tax, reinvestment or annualisation. If you contributed or withdrew during the period, this simple measure is not a money-weighted return.
How the investment total return calculator uk works
Return = (final value + distributions − fees − initial investment) ÷ initial investment.
Data basis: mathematical formula using your inputs. Example prices and rates are illustrative, not current market quotes.
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Worked example: investment total return
This illustration uses the calculator’s example inputs. It is not a quote or a recommended financial decision.
- Initial investment (£)
- 10,000
- Final value (£)
- 11,500
- Cash distributions received (£)
- 300
- Separate fees (£)
- 100
Simple total return: 17%
Return = (final value + distributions − fees − initial investment) ÷ initial investment.
Investment total return: questions answered
What does the investment total return calculation include?
Return = (final value + distributions − fees − initial investment) ÷ initial investment. Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. No cash-flow timing, tax, reinvestment or annualisation. If you contributed or withdrew during the period, this simple measure is not a money-weighted return.
Using your result
Example inputs are a starting point. Replace them with your figures and select Calculate result. Results are rounded for display; calculations use unrounded values.
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