Calcolatore Rendimento AzionarioFormula

## Stock Return Calculation

### Total Return

**Total Return = (Capital Gain + Dividends) / Cost Basis x 100%**

### Annualized Return (CAGR)

**Annualized Return = [(Ending Value + Dividends) / Cost Basis]^(1/Years) - 1**

The annualized return normalizes your return to a per-year basis, making it easy to compare investments held for different periods.

### Why Include Dividends

Dividends often account for 30-40% of total stock market returns over long periods. Ignoring them understates your actual investment performance.

Esempio Risolto

Bought 100 shares at $50, now worth $75 each, received $500 in dividends over 3 years.

  1. Cost basis = 100 x $50 = $5,000
  2. Current value = 100 x $75 = $7,500
  3. Capital gain = $7,500 - $5,000 = $2,500
  4. Total return = ($2,500 + $500) / $5,000 = 60%
  5. Annualized = ($8,000 / $5,000)^(1/3) - 1 = 16.96%