How is my total return percentage calculated?
A return is how much you gain or lose on either a single investment or an entire portfolio. You can calculate it as both a specific dollar amount or a percentage. Here’s how.
For your investment positions
Dollar: [current value] – [amount invested]
Percentage: ( [current value] / [amount invested] ) – 1
For your entire portfolio
Dollar: [portfolio value] – ( [transfers in] – [transfers out] ) + [net promos, rewards, gifts, and fees]
Percentage: [$ return] / ( [transfers in] + [net promos, rewards, gifts, and fees] )
Performance data is subject to pricing delays, provided for information purposes only, should not be used for tax reporting, and is not an indicator of future performance.
Related questions View all Invest
-
Q. I Didn’t Transition my Stash Banking Account, Now What?
All banking accounts with our previous banking partner have now been closed. If you haven’t already opened your new banking account, you may be wondering what happens next. Read on for your next steps. Read more about this change here *Note that these changes do not affect your investment accounts.…
-
Q. Freeriding: Definition, Examples and Penalties
What’s freeriding? Freeriding happens when someone buys a security with unsettled funds in the account and subsequently sells the security before fully paying for it. Please note that securities freeriding is a violation of the Federal Reserve Board’s Regulation T. Freeriding example 1: Alan has $0 cash available to trade.On Tuesday morning,…
-
Q. Stash Banking: Account Setup Checklist
We’ve changed banking partners to Stride Bank, N.A.—an exciting step that comes with enhanced benefits for you. Not sure if your new banking experience is fully set up? We’ve got you. Use this checklist to ensure you’ve unlocked all your new benefits.…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question