Total Return Calculator

Enter the closing value, opening value, and earnings from an investment into the calculator to determine the total return.

Total Return Formula

The following formula is used to calculate a total return.

TR = (CV – OV) + E

  • Where TR is the total return ($)
  • CV is the closing value ($)
  • OV is the opening value ($)
  • E is the earnings from the investment ($)

FAQ

What is a total return?

A total return is a term typically used in finance to describe the true or absolute total amount of value generated from an investment over time. If you look at the formula you can see that it include the change in value of the investment itself, such as a stock price, as well as the earnings generated from the investment, such as dividends.


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total return formula

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