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Absolute Return Calculator
Result
Chart
Show formula & working
Holding-period return = (Current value + Income − Invested) ÷ Invested
Simple annualised = HPR ÷ years · CAGR = ((Current + Income) ÷ Invested)1/years − 1
Details
How this works
Absolute return is the plain percentage gain. Annualising lets you compare holdings of different lengths.
Simple annualised returns overstate long holdings compared with CAGR, which allows for compounding.
Frequently asked questions
Which figure is reported for mutual funds?
Absolute return for periods under a year and CAGR beyond, in line with common industry practice.
Does income count?
Yes — dividends or interest received are part of the return.