Return on Investment (ROI) Template

Notes
This Excel model is for educational purposes only and should not be used for any other reason.
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ROI Calculator

Net Income Method

Original Investment Value $1,000,000
Net Income $125,500
ROI 12.6%

Capital Gain Method

Original Share Price $12.50
Current Share Price $15.20
ROI 21.6%

Total Return Method

Original Share Price $12.50
Total Dividends Received $1.25
Current Share Price $15.20
ROI 31.6%

Annualized ROI
Original Share Price $12.50
Sale Share Price $15.20
Purchase Date 1/1/2017
Sale Date 8/24/2017
Annualized ROI 35.5%

This file is for educational purposes only. E&OE

Corporate Finance Institute®

https://corporatefinanceinstitute.com/