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Stock Return Calculator
Analyze stock investment returns with dividends, DCA strategies, and comprehensive scenario analysis
Current Value
$11,666.67
66.67 shares
Total Return
$1,666.67
+16.67%
Dividend Income
$64.00
+0.64% yield on cost
Annualized Return
+16.67%
Over 12 months
Investment Details
Investment Summary
Shares Owned: 66.67 shares
Average Cost: $150.00
Current Value: $11,666.67
Gain/Loss: $1,666.67 (+16.67%)
Tax Settings
Dividend Analysis
Dividend per share
Annual dividend growth rate
Dividend Income
Annual Income: $64.00
Total Received: $64.00
Yield on Cost: +0.64%
Reinvested Shares: 0.39
Value with DRIP: $11,735.59
Dollar Cost Averaging
Analysis & Results
Tax Implications
Capital Gains Tax: $220.00
Dividend Tax: $14.08
Total Tax: $234.08
After-Tax Return: $1,432.59
Risk Metrics
Volatility: 25%
Beta: 1.2
Sharpe Ratio: 0.49
Max Drawdown: 15%
Value at Risk (5%): $583.33
Performance Summary
Total Return: +16.67%
Annualized Return: +16.67%
Dividend Contribution: +0.64%
Capital Appreciation: +16.67%
💡 Investment Tips
- • Consider tax-loss harvesting if showing losses
- • Hold for 1+ years to qualify for long-term capital gains
- • Reinvest dividends for compound growth
- • Use DCA to reduce timing risk
- • Monitor company fundamentals regularly
Scenario Analysis
| Scenario | Price Change | New Price | Portfolio Value | Total Return | Probability |
|---|---|---|---|---|---|
| Bull Case | +25.00% | $218.75 | $14,583.33 | +45.83% | Low |
| Optimistic | +15.00% | $201.25 | $13,416.67 | +34.17% | Medium |
| Expected | +0.00% | $175.00 | $11,666.67 | +16.67% | High |
| Pessimistic | -15.00% | $148.75 | $9,916.67 | -0.83% | Medium |
| Bear Case | -30.00% | $122.50 | $8,166.67 | -18.33% | Low |
Stock Investment Guide
Investment Strategies
- • Research company fundamentals and financial health
- • Diversify across sectors and company sizes
- • Use dollar-cost averaging for regular investments
- • Focus on quality companies with competitive advantages
- • Consider dividend-paying stocks for income
Risk Management
- • Never invest more than you can afford to lose
- • Set stop-loss levels to limit downside risk
- • Regularly rebalance your portfolio
- • Stay informed about company and industry news
- • Consider tax implications before selling