Calculate the capital gains yield on your investments. Enter the purchase price and current price to see your percentage return.
The capital gains yield is the percentage rise in the value of an investment. This return is solely from the increase in price over time, separate from any dividends or income earned.
Capital Gains Yield = (Current Price - Purchase Price) ÷ Purchase Price × 100
Example: If you bought a stock at $100 and it's now worth $120, the capital gains yield is (120 - 100) ÷ 100 × 100 = 20%.
The percentage return from price appreciation. A positive percentage means your investment has grown in value.
The absolute dollar amount you've gained or lost on your investment.
The difference between your current price and purchase price in dollars.
A quick indicator showing whether your investment is profitable, at breakeven, or at a loss.
It's important to distinguish between capital gains yield and total return:
Capital Gains Yield: Only considers price appreciation
Total Return: Includes dividends, interest, and other income plus capital gains
For a complete picture of your investment performance, consider both metrics together. A stock might have low capital gains but high dividend yield, resulting in a competitive total return.
Capital gains are subject to taxation, with different rates depending on your holding period:
Always consult with a tax professional for specific advice about your situation.
