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Stock Return Calculators and Tools

All of the following calculators and chart makers can be used for any stock recognized by Yahoo! Finance.

Calculators

Stock Return Calculator
Use the Stock Return Calculator to compute the total return, annualized return plus a summary of winning (profitable) and losing (unprofitable) returns for any stock, index, exchange-trade fund or mutual fund that is listed at Yahoo! Finance.

Stock Portfolio Return Calculator
Analyze the performance of your own customized portfolio using the Stock Portfolio Return Calculator. Enter quote symbols for up to ten stocks or up to 20 stocks and the calculator displays a table of return information.

Stock Percent Return Calculator
Use the Stock Percent Return Calculator to display a table of percent returns (daily, weekly or monthly) for any stock, index, exchange-traded fund or mutual fund that is listed at Yahoo! Finance.

Stock Return Calculator for 1, 3, 6 and 12 Month Returns
Use the Stock Return Calculator for 1, 3, 6 and 12 Month Returns to display a table of 1-month, 3-month, 6-month and 12-month percent returns for any stock, index, exchange-traded fund or mutual fund that is listed at Yahoo! Finance.

Stock Return Calculator for 5, 10, 20, 30, 40 and 50 Year Returns
Use the Stock Return Calculator for 5, 10, 20, 30, 40 and 50 Year Returns to display a table of 5-year, 10-year, 20-year, 30-year, 40-year and 50-year percent and annualized returns for any stock, index, exchange-traded fund or mutual fund that is listed at Yahoo! Finance.

S&P 500 Annual Return Calculator
Use the S&P 500 Annual Return Calculator to compute the total return, annualized return plus a summary of winning (profitable) and losing (unprofitable) returns for the S&P 500.

Stock Value Calculator
Use the Stock Value Calculator to compute and display the monthly values, current value and current annualized return of a one-time investment for any stock, index, exchange-trade fund or mutual fund that is listed at Yahoo! Finance.

Stock Risk Reward Calculator
Use the Stock Risk Reward Calculator to compute the standard deviation of annual returns (risk), annual percent returns (reward) and annualized return (reward) for any stock, index, exchange-traded fund or mutual fund that is listed at Yahoo! Finance.

Annual Stock Return Calculator
Use the Annual Stock Return Calculator to compute the annual percent return, annual percent profitable returns for all buy and sell combinations and annualized return for any stock, index, exchange-trade fund or mutual fund that is listed at Yahoo! Finance.

Annualized Stock Return Calculator
Use the Annualized Stock Return Calculator to compute the annualized return for any stock, index, exchange-trade fund or mutual fund that is listed at Yahoo! Finance. See a chart of annualized returns for a specified period of years.

Multiyear Stock Return Calculator
Use the Multiyear Stock Return Calculator to compute the 10-year, 20-year, 30-year, 40-year, 50-year and all-years return and annualized return for any stock, stock, index, exchange-traded fund or mutual fund that is listed at Yahoo! Finance.

Stock Return Streaks Calculator
Use the Stock Return Streaks Calculator to compute the total number and frequency of winning and losing streaks for any stock, index, exchange-traded fund or mutual fund that is listed at Yahoo! Finance.

S&P 500 Return Calculator - Robert Shiller Long-term Stock Data
Use the S&P 500 Return Calculator to compute the total return, annualized return plus a summary of winning (profitable) and losing (unprofitable) buy and sell combinations using S&P 500 monthly price data from Yale University economist Robert Shiller. Prices are from January 1871 through the present.

Stock Correlation Calculator
Use the Stock Correlation Calculator to see how your favorite stocks correlate with the S&P 500 or other stocks. Computes correlations coefficients for two stocks.

Stock Correlation Matrix Calculator
Use the Stock Correlation Matrix Calculator to see how your favorite stocks correlate with the S&P 500 or other stocks. Computes correlations coefficients for up to five stocks.

Stock Holding Period/Return Calculator
Use the Stock Holding Period/Return Calculator to see the returns for different buy-and-hold periods.

Stock Return/Purchase Date Calculator
The Stock Return/Purchase Date Calculator displays a bar chart of percent returns for a selected period for a given stock highlighting the profitable investment dates in green and the unprofitable ones in red.

The chart shows the percent return of each buy-and-hold investment for a period of purchase dates that you specify.

Stock Upside/Downside Ratio Calculator

Use the Stock Upside/Downside Ratio Calculator to compute how far the current price is from recent high and low.

Expected Investment Return Calculator
Use the Expected Investment Return Calculator to compute the expected future price and associated expected return for an initial investment given a projected upside and downside price.

Dividend Income Calculator - With and Without Dividend Reinvestment
For a specified initial portfolio dollar value, dividend yield for the portfolio, annual change in the dividend yield and annual new cash added as a percentage of the initial portfolio dollar value, the Dividend Income Calculator displays for each year of the analysis: dividends paid with and without dividend reinvestment plus the value of the portfolio with and without dividend reinvestment.

Dollar-cost Averaging Calculator
The Dollar-cost Averaging Calculator computes the percent return for a series of recurring monthly investments for a specified stock and specified dollar investment amount. The calculator lets you backtest different monthly investment amounts for different investing periods.

Sell Now, Buy Later Calculator
Use the Sell Now, Buy Later Calculator to analyze different buy and sell strategies.

Hold Now, Buy or Sell Later Calculator
Use the Hold Now, Buy or Sell Later Calculator to analyze different buy and sell strategies.

Down from Peak Calculator
Use the Down from Peak Calculator to compute the percentage drop from the peak price of a stock.

Basic Asset Mix Calculator
Use the Basic Asset Mix Calculator to compute returns for stocks, bonds and cash for different asset mixes and rates of return.

Multiple Asset Mix Calculator
Use the Multiple Asset Mix Calculator to compute returns for up to ten asset classes for different asset mixes and rates of return.

Investment Fee Calculator
Use the Investment Fee Calculator to see how fees reduce your returns.

Capital Asset Pricing Model (CAPM) Calculator
Use the Capital Asset Pricing Model (CAPM) Calculator to compute the expected return of a stock.

1% Drop Stock Volatility Calculator
Use the 1% Drop Stock Volatility Calculator to see how many days a stock or index drops one or more percent.

Stock Volatility Calculator
Use the Stock Volatility Calculator to compute the coefficient of variation of a stock or index.

Stock Financial Data Calculator
Use the Stock Financial Data Calculator to display the annual dividend, dividend yield, annual earnings, dividend payout ratio, EBITDA, book value, price to sales ratio, price to book value, price to earnings ratio, price/earnings to growth ratio and market capitalization of a stock.

Stock Price Ratios Calculator
Use the Stock Price Ratios Calculator to compute the ratios using closing prices for any two stocks, indices, exchange-trade funds or mutual funds.

Stock Price Target Calculator
The Stock Price Target Calculator displays current earnings per share and price per earnings ratios plus two price targets for a stock.

Stock Valuation Calculator
Use the Stock Valuation Calculator to display the market capitalization, price to book ratio, price to sales ratio, prices to earnings ratio, (P/E), P/E to earnings growth ratio (PEG) and dividend yield for a stock.

Dollar, Gold, Oil, and S&P 500 Ratios Calculator
Use the Dollar, Gold, Oil, and S&P 500 Ratios Calculator to compute ratios for gold to WTI oil, gold to the U.S. dollar, WTI oil to the U.S. dollar, the S&P 500 to the U.S. dollar, the S&P 500 to gold and the S&P 500 to WTI oil.

Copper Return Calculator
Use the Copper Return Calculator to compute the return, annualized return plus a summary of winning (profitable) and losing (unprofitable) buy and sell combinations for copper.

Gold Return Calculator
Use the Gold Return Calculator to compute the return, annualized return plus a summary of winning (profitable) and losing (unprofitable) buy and sell combinations for gold.

Oil Return Calculator
Use the Oil Return Calculator to compute the return, annualized return plus a summary of winning (profitable) and losing (unprofitable) buy and sell combinations for oil.

Silver Return Calculator
Use the Silver Return Calculator to compute the return, annualized return plus a summary of winning (profitable) and losing (unprofitable) buy and sell combinations for silver.

Stock Short Interest and Short Ratio Interest Calculator
Use the Stock Short Interest and Short Interest Ratio Calculator displays average daily volume, short interest and short interest ratio (days to cover) for a stock recognized by Yahoo! Finance.

Backtesting Stock Market Returns Using the CAPE Calculator
Use the Backtesting Stock Market Returns Using the CAPE Calculator to compute the to analyze the possible direction of stock prices and average returns given a selected CAPE.


Trading Tools

Stock Day Trading Returns Tool
Use the Stock Day Trading Returns Tool to see average daily volume, volatility measures and daily returns for different buy and sell rules for any stock.

Stock Trading Returns Tool
Use the Stock Trading Returns Tool to see average daily volume and daily returns for specified buy and sell rules and specified trade durations (days held).

 

Portfolio Builders

Portfolio Builders
Compute dividend, income and returns information for selected stocks from the following groups of dividend-paying stocks.


Chart Makers

10-year Annualized Return Charts
Display charts of 10-year annualized returns for stocks in the following groups:

Price, Return and Dividend Information For Stocks and Exchange-Traded Funds
To see a interactive price chart, stock returns map and dividend chart for a selected stock, exchange-traded fund (ETF), mutual fund or index, simply enter any symbol recognized by Yahoo! Finance.

Price Direction Indicator (PDI) Calculator and Chart Maker
Use the Price Direction Indicator (PDI) to analyze if a price pattern has peaked or bottomed for any stock, index, exchange-trade fund or mutual fund that is listed at Yahoo! Finance.

Stock Return Map Maker
The Stock Return Map Maker displays a color-coded map of the percent returns for each buy and sell combination for a selected period.

Use the map to get a quick picture of profitable (winners in green) and unprofitable (losers in red) buy and sell returns. It's easy to toggle between different periods to see short-term and longer term returns. Compare maps of your favorite stocks. See How to Read a Stock Return Map for details about the map.

Stock Sparkline Maker
Display sparklines, small charts with unlabeled axis, that show price trends, returns and dividends for up to ten stocks.

Stock Trendline Calculator
Use the Trendline Calculator to compute and display the stock price trendline based on the simple linear regression model using daily, weekly or monthly closing prices. The calculator plots the trendline line and closing prices.


More Calculators and Tools

All Calculators
Dividend Investing Calculators and Tools
Financial Calculators
Stock Performance Analysis - Quick Links to Stock Return and Dividend Calculators and Chart Makers