Capital Gains Yield Calculator

Your details

The price you paid per share (or per unit) when you bought the investment.
USD
The current market price, or the price at which you sold the investment.
USD
Total dividends or distributions received per share over the holding period. Leave at 0 if the investment pays no dividends.
USD
How many shares (or units) you hold. Used to calculate absolute dollar gains.
How many years you held (or plan to hold) the investment. Used to annualize your return as CAGR.
years
Currency
Capital gains yieldExceptional gain
0.3%

Price appreciation as a percentage of purchase price

Dividend yield0.04%
Total return0.34%
CAGR (annualized)0.1%
Capital gain per share15USD
Total dollar gain1,700USD
Capital gains yield0.3%
Dividend yield0.04%
Total return0.34%

Your capital gains yield is 30.00%, a price gain of $15.00 per share.

  • Price appreciation alone contributed 30.00% to your return, representing an unrealized or realized capital gain.
  • Dividends added another 4.00%, bringing total return to 34.00%. Dividend income reduces the break-even threshold and can meaningfully offset paper losses.
  • Over 3 years, this equates to a CAGR of 10.25% per year. The long-run U.S. stock market average is approximately 10% per year before inflation.
  • Capital gains yield measures only price change - it does not reflect taxes owed on gains, transaction costs, or the impact of inflation on purchasing power.

Next stepTo compare this investment to alternatives, calculate CAGR and benchmark it against broad market indices like the S&P 500 historical average of roughly 10% per year.

 = Powered by OnlyCalculators