Return on investment
Return on investment: use initial investment, final value including distributions. Review the formula, worked example and calculation steps.
Inputs
Use the units shown—
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Formula & explanation
ROI % = (final value − cost)/cost × 100
Variables & units
- Initial investment
- currency · minimum 0.01, maximum 1000000000000
- Final value including distributions
- currency · minimum 0, maximum 1000000000000
Worked example
1,000 invested and 1,200 returned gives 20% ROI.
Assumptions
Not annualized; include distributions and fees consistently. No intervening cash-flow timing.
Formula version 1.0.0. JavaScript floating-point arithmetic applies. Results display up to 6 decimal places; stored values retain available precision. Use the units shown.
Practice with an example
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