Stock Return Calculators and Tools
The following calculators and tools can be used for any stock symbol listed on a major U.S. stock exchange and supported by Alpha Vantage.
Calculators, tools and links marked with an asterisk (*) are down for maintenance.
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.
Stock Buy and Sell Calculator
Use the Stock Buy and Sell Calculator to compute the
total return and annualized return.
Stock Return Calculator: Quick Input
Use the Stock Return Calculator: Quick Input to compute the
total return, annualized return plus a summary of winning (profitable)
and losing (unprofitable) returns for 1, 5, 10, 20 and all-year(s) of prices.
10-Year Stock Return Calculator
Use the 10-Year Stock Return Calculator to compute the total return, annualized return plus a summary of winning (profitable) and losing (unprofitable) returns for 10-year of prices.
20-Year Stock Return Calculator
Use the 20-Year Stock Return Calculator to compute the
total return, annualized return plus a summary of winning (profitable)
and losing (unprofitable) returns for 20 years of prices.
Stock Return Calculator: Compare Returns With and Without Dividend Reinvestment
Use the Stock Return Calculator: Compare Returns With and Without Dividend Reinvestment to compute the
total return with and without dividends reinvested, annualized return plus a summary of winning (profitable)
and losing (unprofitable) buy and sell combinations for a stock.
Stock Return Calculator: Returns Since First Price
Use the Stock Return Calculator: Returns Since First Price to compute the following return measures from a stock's first price to its current price: total return with dividends reinvested, annualized return plus a summary of winning (profitable) and losing (unprofitable) buy and sell combinations.Stock Return Calculator: Above and Below Moving Averages Purchases
Use the Stock Return Calculator: Above and Below Moving Averages Purchases to compute and display all returns for purchases made for prices above and below for a specified simple moving average and holding period.
Stock Return Calculator: Buy-and-Hold Above and Below Moving Averages Purchases
Use the Stock Return Calculator: Buy-and-Hold Above and Below Moving Averages Purchases to compute and display all returns for purchases made for prices above and below for a specified simple moving average for any stock symbol.
Stock Beta Calculator
Use the Stock Beta Calculator to compute the beta for a valid stock symbol, a valid symbol for a benchmark, day, week or month interval and date information.
$10,000 Stock Investment Chart Maker - See Value of $10,000 Investment Over Time
Use to $10,000 Stock Investment Chart Maker - See Value of $10,000 Investment Over Time to to display the value of a $10,000 investment for any stock.Stock Investment Value Calculator
Use the Stock Investment Value Calculator to display the daily values (based on daily closing prices) for a specified one-time investment. The investment is made on the current day of the specified investment year and its value is computed from the next day to the most recent daily close.
Stock Investment Value Calculator - Compare up to Ten Stocks
Use Stock Investment Value Calculator - Compare up to Ten Stocks to display the daily values (based on daily closing prices) for a specified one-time investment for up to ten stocks. The investment is made on the current day of the specified investment year and its value is computed from the next day to the most recent daily close.
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 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 or monthly) for a stock.
Stock Percent Return Calculator and Chart Maker - See Variability of Returns Over Time
Use the Stock Percent Return Calculator and Chart Maker to display a chart of percent returns (daily or monthly) for a stock.
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).
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.
Annualized Stock Return Calculator
Use the Annualized Stock Return Calculator to compute the annualized return for a stock or exchange-traded fund. See a chart of annualized returns for a specified period of years.
Annualized Stock Return Distribution Calculator and Chart Maker
Use the Stock Return Distribution Calculator and Chart Maker to compute and display the frequency distribution of annualized returns for all buy and sell combinations for a specified period for any stock symbol.
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.
Stock Return Winning and Losing Streaks Calculator
Use the Stock Return Winning and Losing Streaks Calculator to compute the total number and frequency of winning and losing streaks.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 other 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.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.
Buy-and-Hold or Trade Calculator - See Which Plan Gives the Highest Returns*
Use the Buy-and-Hold or Trade Calculator to compare how much money a buy-and-hold investment plan makes versus frequent trading. The calculator displays a chart of dollar values for a selected price series interval, duration and amount invested for a given stock. The results for buy-and-hold and trading can vary greatly given different time intervals and durations.
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 Stock Price Top Calculator
Use the Down from Stock Price Top Calculator to compute the percentage drop from the peak price of a stock.
Up from Stock Price Bottom Calculator
Use the Up from Stock Price Bottom Calculator to compute the percentage increase from the bottom 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 Price Ratios Calculator
Use the Stock Price Ratios Calculator to compute the ratios using closing prices for any two stocks.
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.
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.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.
Portfolio Builders
Compute dividend, income and returns information for selected stocks from the following groups of dividend-paying stocks.
- Cyclical Stocks Portfolio Builder: Semiconductor Stocks
- Dividend Aristocrats Portfolio Builder
- Great Dividend Stocks Portfolio Builder
- Portfolio Builder for Cloud Computing Stocks
- Portfolio Builder for Lithium Stocks
- Portfolio Builder for Marijuana (Cannabis) Stocks
- Portfolio Builder for Micro-electromechanical System (MEMS) Stocks
- Portfolio Builder for Permian Basin Stocks
Chart Makers
10-year Annualized Return Charts
Display charts of 10-year annualized returns for stocks in the following groups:- Dividend Achievers*
- Dividend Aristocrats
- Dow Jones Industrial Average Stocks*
- Great Dividend Stocks*
- U.S. Dividend Champions*
Compare Returns of Two Stocks Chart Maker
Use the Compare Returns of Two Stocks Chart Maker to compare a buy-and-hold investment plan for two stocks. The chart displays the dollar values for a selected price series interval, duration and amount invested for each stockPrice, Return and Dividend Information For Stocks
See an interactive price chart, stock returns map and dividend chart.Price Direction Indicator (PDI) Calculator and Chart Maker
Use the Price Direction Indicator (PDI) to analyze
if a price pattern has peaked or bottomed.
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
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