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Total Return Calculator

Calculate the total return of your UCITS ETF investment including dividends and price growth.

Select ETF (optional)
Parameters
Final portfolio value
29,699
after 10 years
Total gain
+€19,699
from €10,000 invested
Total return
+197.0%
11.5% annualised
Dividends reinvested
Compounding growth
Portfolio growth over 10 years
Dividends reinvested — compounding growth
Yr 1
Yr 2
Yr 4
Yr 6
Yr 8
Yr 10
Year by year breakdown
Year
Portfolio value
Annual dividend
Total gain
1
11,150
450
+€1,150
2
12,432
502
+€2,432
3
13,862
559
+€3,862
4
15,456
624
+€5,456
5
17,234
696
+€7,234
6
19,215
776
+€9,215
7
21,425
865
+€11,425
8
23,889
964
+€13,889
9
26,636
1,075
+€16,636
10
29,699
1,199
+€19,699
Assumptions: Returns are calculated before personal income tax. Dividend yield is assumed constant. Price growth is applied annually after TER deduction (0%). Past performance does not guarantee future results. This is for illustrative purposes only — not financial advice.