Return on Investment (ROI)

Description
The return on investment (ROI) is a ratio that divides the net income
by the original investment's capital cost. The ROI tells you how an
investment has performed.

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Return on Investment (ROI)
Input Data
Initial Share Price $150.00
Quantity Purchased 300
Buying Commission $3.00
Total Dividends Received $1,500.00
Sale Price $190.00
Quantity Sold 300
Selling Commission $2.00
Holding Period (Years) 2

Output

Method #1

Initial Value (Cost) of Investment $45,003.00 =(C4*C5)+C6

Final Value of Investment $58,498.00 =(C8*C9)+C7-C10

Return on Investment (ROI) 29.99% =(C19-C18)/C18

Method #2

Capital gains 26.67% =((C8-C4)*C9)/(C4*C5)

Commissions 0.01% =(C6+C10)/(C4*C5)
Dividend Yield 3.33% =C7/(C4*C5)

Return on Investment (ROI) 29.99% =C25-C26+C27

Annualized ROI 14.01% =((1+C21)^(1/C11)-1)