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- To calculate investment total return, you need to12:
- Determine the closing value and the opening value of your investment.
- Subtract the opening value from the closing value to get the capital gain or loss.
- Add up the earnings from dividends or other distributions that your investment paid over your holding period.
- Add the capital gain or loss and the earnings to get the total return in dollar terms.
- Divide the total return by the opening value and multiply by 100 to get the total return in percentage.
Learn more:✕This summary was generated using AI based on multiple online sources. To view the original source information, use the "Learn more" links.Total Return Formula = (Closing Value – Opening Value of Investments) + Earnings therefrom Then by dividing the amount of total return calculated above by the amount of investment made or opening value multiplied by 100 (as the total return is always calculated in percentage), we got the total return earned over a specified period.www.wallstreetmojo.com/total-return-formula/www.fool.com/investing/how-to-calculate-total-stoc… - People also ask
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