Investment return analyzer

Enter the figures you want to check

Initial investment cost

From zero to SAR one billion, up to two decimal places, without grouping separators.

Ending value or sale proceeds

From zero to SAR one billion, up to two decimal places, without grouping separators.

Distributions or income received

From zero to SAR one billion, up to two decimal places, without grouping separators.

Additional fees and costs

From zero to SAR one billion, up to two decimal places, without grouping separators.

Holding period in months

A whole number from 1 to 1200.

Calculations run only in your browser. Values are neither saved nor sent to us.

Gain = ending value + income − fees − initial cost.

Holding-period return = gain ÷ initial cost × 100.

Annualized return = ((1 + holding-period return as a decimal) to the power of (12 ÷ months) − 1) × 100.

Income and fees are grouped at period end; intermediate cash-flow timing is not modeled, so this is not an IRR. Taxes and inflation are excluded unless reflected in your inputs.
Annualized return is a rounded mathematical measure, not a forecast or investment recommendation. It is undefined with zero initial cost or a negative net ending value.