Rate of return calculator

To calculate the rate of return, you’ll need the initial investment value, the final investment value, and the time period over which the investment was held.

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This calculator is intended for illustration purposes only and exact payment terms should be agreed with a lender before taking out a loan.

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Rate of return

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How to calculate rate of return

The formula for calculating the rate of return is as follows:

Rate of Return=(Final Value−Initial Value)/Initial Value×100

Here’s how to calculate it step-by-step:

  1. Subtract the Initial Value from the Final Value. This will give you the total change in value over the investment period.
  2. Divide the result from step 1 by the Initial Value. This will give you the relative change as a decimal.
  3. Multiply the result from step 2 by 100 to convert it into a percentage.
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