Investment Value Formula:
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This calculator helps you determine what your investment would be worth today if you had invested a certain amount in a stock at a past price and held it until the current price.
The calculator uses the investment value formula:
Where:
Explanation: The formula calculates how many shares you would have purchased with your initial investment, then multiplies by the current share price to determine the current value.
Details: Tracking hypothetical investments helps evaluate investment decisions, understand market performance, and make better future investment choices.
Tips: Enter your initial investment amount in USD, the stock price at the time of investment, and the current stock price. All values must be positive numbers.
Q1: Does this account for dividends?
A: No, this calculator only tracks price appreciation. For total return including dividends, you would need a more comprehensive calculator.
Q2: Can I use this for cryptocurrencies?
A: Yes, the same formula applies to any asset traded in shares/units, including cryptocurrencies.
Q3: What about stock splits?
A: For split-adjusted calculations, you should use the split-adjusted historical prices.
Q4: How accurate is this for long-term investments?
A: While mathematically accurate for price changes, it doesn't account for inflation, taxes, or other factors that affect real returns.
Q5: Can I calculate percentage returns with this?
A: Yes, percentage return = ((Value Now - Initial Investment) / Initial Investment) × 100