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Stock calculator: profit and return with dividends

Type a US stock, an amount and a start date to see what the money became: on the share price alone, and with every dividend put back into the shares. The prices and dividends are the same ones the company pages show.

Try Apple from 2015 · Coca-Cola from 2006 · Microsoft from 2016 · NVIDIA from 2019 · Costco from 2012

How the stock calculator works

How do you work out the profit on a stock?

Divide the amount by the share price on the day you start to get the shares it bought, in fractions where it does not divide evenly. Multiply those shares by the price on the end day: that is the end value. The profit is the end value less the amount, and the total return is the profit over the amount.

How is the return with dividends reinvested worked out?

Each dividend is paid on every share held at the time and buys more shares at the close nearest its date, so later dividends are paid on more shares. The end value is all the shares held on the end day at that day's close.

What is the yearly rate?

The steady rate a year that turns the amount into the end value over the same time: the end value over the amount, raised to one over the number of years, less one. It is shown once the two dates are a year or more apart.

Where do the prices come from?

The closes on each company's price chart on GreekSoup, adjusted for splits. For the last three years there is a close for every trading day; before that, the last close of each week, so a date inside a week takes that week's close.

Where do the dividends come from, and when are they reinvested?

From the per-share dividends each company reports in its quarterly and annual filings with the SEC, on today's share count, the same basis as the prices. The filings give the quarter a dividend belongs to and no payment date, so each quarter's dividend goes back into the shares at the close nearest the end of that quarter. A special dividend goes in at the payable date the company announced. Where a filing gives only the year's total, it goes in at the year's end, or in even parts at the quarters the filing leaves out.

Are taxes and fees included?

No. There are no taxes, fees or commissions in the figures. A company whose filings carry no dividend per share shows the share price alone, and the page says so.

Every figure is a past result, worked out from the record. Past results do not say what a stock will do.