Mutual Fund Return Calculator

Find the total return on a mutual fund investment.

How it is calculated

The gain is divided by the original investment to get a percentage.

Formula

Return %: (Current value − Invested) ÷ Invested × 100

Frequently asked questions

Should I use absolute return to compare two funds?

Only if you held both investments for the same amount of time. If not, use CAGR instead, since total return does not consider how long the money was invested.