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ROI Calculator

Calculate return on investment and compare performance.

Returns

Total ROI

65.0%

Annualized (CAGR)

14.5%

w/ dividends: 18.2%

Total Profit / Loss$6,500
Total Dividends$1,500

S&P 500 Comparison

$10,000 invested in the S&P 500 (avg 10%/yr) for 3 years would be worth $13,310.

Your investment outperformed the S&P 500 by $3,190.