Compare your investment results with this stock return calculator. It will calculate dividend reinvestment (DRIP) and will take into consideration stock splits.
Start by beginning to type either the company name or ticker symbol into the search box. Make your selection and choose up to 10 ticker symbols for comparison.
Next pick your date range to run the comparison for. Do note that start and end dates will adjust based on the data that is available across all the selected tickers. This will allow for an apples to apples comparison. By default the date range with be a 1 year comparison.
To compare to an index like the S&P 500, use the corresponding ETF.
| Index | Ticker To Use |
|---|---|
| S&P 500 | SPY |
| Dow Jones Industrial Average | DOW |
| NASDAQ | QQQ |
| Russell 2000 | IWM |
Once you have your selection setup, hit "GO!".
First, if any dates were adjusted, there will be a "Notes" section in the results.
There are a series of data rows in the table. There is basic information such as the start and end date, starting and ending share price and the number of shares at the start and end. Again, note that dividends are assumed reinvested.
The calculations are based on a hypothetical $10,000 initial investment. The investment value is the real value of the investment at the end of the time period. This will take into consideration stock splits and dividends.
For dividend investors, a separate line item will show how many dividends were collected during the period.
The total return is the change in value based on both changes in stock price as well as reinvested dividends over the entire investment horizon.
The annualized return is the average compounded return experienced over the investment time period.
For fun, there is a trophy awarded to the investment with the highest total return.
Lastly, a detailed chart is created covering your chosen investments over the time period selected. The chart will plot the exact day to day values of the hypothetical investment. Hovering over a data point will show the investment value and any gain or loss on that particular day. A variety of export options are available by clicking the menu icon.
Finally, if you have any questions, comments or want to just leave some feedback, feel free to reach out to me.
If you are interested in API access to the stock return calculator, consider signing up for a paid plan where API access is included. You can use this in Excel or a Google Sheet to support your investing tracking.