Free · General investment calculators 🤑
Price Change & Capital Yield Calculator
Measure price gain and percentage return before dividends and costs.
- Formula & worked example
- Private in your browser
- No signup
Calculator inputs
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How to use this calculator
- Enter the known values in the units shown. Results update as you type.
- Edit a calculated value to solve backwards, or lock a value to hold it fixed.
- Use the worked example to check the method. Reset restores the starting fields.
Use the result with context
Results are estimates for planning and education. Confirm rates, taxes, fees, and legal requirements with the relevant institution or a qualified professional before making a financial decision.
Formula and method
Subtract purchase price from current price, then divide the gain by purchase price. A move from 80 to 100 gives a price gain of 20 and a capital gains yield of 25%.
Price gain = current price − purchase price; capital yield (%) = price gain ÷ purchase price × 100
Worked example
Enter these known values and leave the other values blank.
- Bought price
- 80 USD
- Current price
- 100 USD
- Capital gains
- 20 USD
- Capital gains yield
- 25 %
Assumptions and limitations
- Use values from a consistent period, scope and currency. The stated formula defines this simplified model; the explanation describes quantities it leaves out.
Common questions
Does this measure total investment return?
It measures price change only. Dividends, fees, taxes and cash-flow timing are outside this calculation.
References
The calculation equations, inverse formulas, units, and input rules were imported from this source. Bookify provides the interface and equation solver.
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