Standalone Tool 3 of 3
Investment Return
Estimated Fee Drag Over Duration & Periodic Cash Contributions.
✓Fast, simple, and 100% free to use • Verified portfolio arithmetic
Total Performance EngineCash Inflow, Incomes, Fees & Ending Value
Currency:
Cash Flow & Portfolio Inputs
Quick Portfolio Presets:
$
$
$
$
$
Capital Outflow vs Inflow BreakdownNet Net Overview
Total Capital Invested:$15,000.00
Total Value Realized:$19,700.00
Net Profit (Minus Fees):$4,350.00
Portfolio Return Outcomes
Net Gain / Loss (After Fees & Income)PROFIT
$4,350.00
Net Return: +28.34%
Total Capital Out-of-Pocket
$15,000.00
Initial + Contributions
Total Value Realized
$19,700.00
Ending Value + Cash Income
Cumulative Fee Impact:$350.00 (2.33% of capital)
fx
Calculation Transparency: Total Investment Performance
Net Profit = (Ending Value + Cash Distributions) - (Initial Capital + Contributions + Fees)Applied Step: Net Gain = (Final Value $18,500 + Income $1,200) - (Invested $15,000 + Fees $350) = $4,350. Net ROI = 28.34%.
Assumptions & Model Boundaries:
- Values represent straightforward mathematical calculations based exclusively on the parameters entered above.
- Excludes individual income tax, capital gains taxes, transaction slippage, and local filing requirements unless entered in fees.
- Does not adjust for purchasing-power erosion (inflation) or risk-adjusted hurdle rates.
- Accounts for the total cash inflows and outflows rather than assuming a single static lump sum.
- For precise dollar-weighted internal rate of return (IRR), irregular contribution timing must be tracked separately.
Key Caveats & Limitations of Simple ROI
Net Return = (Ending Value + Cash Income) - (Total Invested Out-of-Pocket + Fees Paid)