Savings Goal

Calculate Rate of Return

The rate of return (ROR), sometimes called return on investment (ROI), is the ratio of the yearly income from an investment to the orignial investment. The initial amount received (or payment), the amount of subsequent receipts (or payments), and any final receipt (or payment), all play a factor in determining the return. Use this rate of return calculator to calculate these returns.
Information and Assumptions
Number of periods to consider
Initial receipt/payment(-) ($) help
Regular receipts/payments(-), if applicable ($) help
Final receipt/payment(-), if applicable ($) help
This information may help you analyze your financial planning needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that company assumes any fiduciary duties. In addition, such service should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.