---
title: "Stock Return Calculator — Total Return and Capital Gains Tax"
description: "Calculate total stock return including dividends and capital gains. Covers US short/long-term CGT, UK 18%/24% rates, AU 50% discount, and Canadian 50% inclusion. Free, no ads."
url: "https://worldcalculators.org/calculators/stock-return/"
canonical: "https://worldcalculators.org/calculators/stock-return/"
---

# Stock Return Calculator

Calculate total stock return including dividends and capital gains. Covers US short/long-term CGT, UK 18%/24% rates, AU 50% discount, and Canadian 50% inclusion. Free, no ads.

## Quick answer

Total return = (Sale Price − Purchase Price + Dividends) ÷ Purchase Price × 100. This captures both price appreciation and income. The annualized version uses the holding period to show the equivalent per-year return, allowing fair comparison between stocks held for different lengths of time.

## Frequently Asked Questions

Total return = (Sale Price − Purchase Price + Dividends) ÷ Purchase Price × 100. This captures both price appreciation and income. The annualized version uses the holding period to show the equivalent per-year return, allowing fair comparison between stocks held for different lengths of time.
Australian residents who hold shares for more than 12 months receive a 50% CGT discount. If you made a $10,000 capital gain, only $5,000 is added to your assessable income. At a 37% marginal rate, you'd pay just $1,850 in tax on that $10,000 gain — an effective rate of 18.5%. This makes long-term investing significantly more tax-efficient in Australia.

Source: https://worldcalculators.org/calculators/stock-return/
Markdown mirror of the HTML page. Prefer this URL for RAG; the interactive calculator still lives on the HTML page.