How do you calculate total dollar return?

To calculate total return, first determine your cost basis for the asset or portfolio of assets in question. Subtract the current value of the investment from the cost basis, add the value of any income earnings. Take the resulting figure and multiply by 100 to make it a percentage figure.

What is a return on your investment?

Key Takeaways. Return on Investment (ROI) is a popular profitability metric used to evaluate how well an investment has performed. ROI is expressed as a percentage and is calculated by dividing an investment’s net profit (or loss) by its initial cost or outlay.

How do you calculate return of investment?

ROI is calculated by subtracting the initial value of the investment from the final value of the investment (which equals the net return), then dividing this new number (the net return) by the cost of the investment, then finally, multiplying it by 100.

What is net return?

A net rate of return is the investment’s return after costs, such as taxes, inflation, and other fees. The net rate of return is often more difficult to precisely calculate than the gross rate of return, so a fund’s expense ratio is often considered in weighing the return value of the fund.