The rate of return (ROR), sometimes called return on investment (ROI), is the ratio of the yearly income from an investment to the original investment. The initial amount invested, the amount of subsequent receipts, and any final receipt, all play a factor in determining the return. Use this rate of return calculator to calculate these returns.
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations provided should not be construed as ERISA, financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. Any assumptions as to interest rates, rates of returns, inflation or other values are hypothetical and for illustrative purposes only. Your results may vary.
Securities and advisory services offered through LPL Financial LLC or LPL Enterprise, LLC, affiliated registered investment advisers/broker-dealers (members FINRA/SIPC) collectively referred to herein as "LPL." Please consult the Relationship Summary you received or your financial professional to confirm the LPL affiliate providing services to you.