← Finance & Assets tools
The same total return can produce a different annualized return over a different period. Check purchase, sale and FX fees in the actual statement. Changing the country changes the reference note and currency, not an invented tax rate.
FINANCE · INVESTMENT
Investment ROI calculator
Enter the investment, fees and tax to estimate a more realistic net return.
INVESTMENT RETURNReference country
No universal country-wide fee rate is applied. Enter fee and tax rates that match your broker, product, exchange and account.
01
Investment data
02
Results
Net ROI
+10.00%▲ Net profit
Net profit$500,000.00
Value multiple1.10x
Return before fees10.00%
Annualized return6.56%
- Total invested cost
- $5,000,000.00
- After fees and tax
- $5,500,000.00
- Trading fees
- $0.00
- Estimated tax
- $0.00
Return scenarios
Comparison based on the purchase amount you entered.| % | Current value / sale amount | Net profit | Net ROI |
|---|---|---|---|
| -50% | $2,500,000.00 | -$2,500,000.00 | -50.00% |
| -30% | $3,500,000.00 | -$1,500,000.00 | -30.00% |
| -10% | $4,500,000.00 | -$500,000.00 | -10.00% |
| 0% | $5,000,000.00 | $0.00 | 0.00% |
| +10% | $5,500,000.00 | $500,000.00 | +10.00% |
| +20% | $6,000,000.00 | $1,000,000.00 | +20.00% |
| +50% | $7,500,000.00 | $2,500,000.00 | +50.00% |
| +100% | $10,000,000.00 | $5,000,000.00 | +100.00% |
| +200% | $15,000,000.00 | $10,000,000.00 | +200.00% |
Calculation
ROI = (net profit ÷ total invested cost) × 100The period is used only for annualized return. · Fees and tax excluded
Tips!
Cautions
- ROI describes a past or current result and does not guarantee future performance.
- Tax can vary by asset type, account and residency.
- Overseas assets can differ between local-currency and converted results because of FX.
STEPS
How to use
- Choose a country and enter the purchase and current values.
- Adjust fees and tax to match the actual statement for your asset.
- Review net ROI, the multiple, annualized return and the scenario table.