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Return On Investment (ROI) Calculator

Master the principles behind professional financial analysis with practical tools developed for investment banking, private equity, FP&A, and corporate finance. Use our free calculator below to simplify complex financial calculations.

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Free Financial Calculator

Calculate the return generated by an investment and compare the gain or loss with the original amount invested. Enter your investment values and holding period below to calculate ROI and annualized returns.

Investment Details

The amount initially invested.

The current or final value of the investment.

Optional dividends, distributions, or other income received from the investment.

Optional fees, commissions, transaction costs, or other investment expenses.

Investment Period

If both dates are entered, they are used instead of the years and months fields above.

Break-Even ROI
Original Investment $0.00
Adjusted Investment Return $0.00
Investment Period 0 months
Gain or Loss $0.00
Return on Investment 0.00%
Simple Annual ROI 0.00%
Compound Annual ROI 0.00%

The investment broke even over the selected holding period.

Investment Return Breakdown

Original
$0.00
Gain / Loss
$0.00
Final Value
$0.00

Calculation Summary

  • Gain or Loss = Final Investment Value + Additional Income − Additional Costs − Original Investment
  • ROI = Gain or Loss ÷ Original Investment × 100
  • Simple Annual ROI = ROI ÷ Years Held
  • Compound Annual ROI = [(Adjusted Final Return ÷ Original Investment)^(1 ÷ Years Held) − 1] × 100

This calculator is provided for educational and illustrative purposes only. Results depend on the accuracy and completeness of the figures entered and should not be considered investment, financial, tax, or professional advice.