How to Use Excel to Calculate the ROI on a Product. "Return on investment" is a financial calculation used to gauge how well the money you invest earns you even more money.

To truly calculate the total return of an investment, you must include the CGY or CGL and dividend yield. Many brokerages will provide the CGY and total return on investment for the stocks you hold.

In order to make educated decisions when investing, you need to determine how much you could make on that investment. To do this, you need to calculate return on investment, or ROI.

Calculating the return One of the best methods for calculating an average return for a stock investment is the XIRR function in Excel.

Calculating Total Expected Return in Excel First, enter the following data labels into cells A1 through F1: Portfolio Value, Investment Name, Investment Value, Investment Return Rate, Investment ...

What are total returns? Simply put, an investment's total return is its overall return from all sources, such as capital gains, dividends and other distributions to shareholders.

Find out more about return on equity, the formula to calculate ROE, and how to calculate this measure of corporate profitability in Microsoft Excel.

The annual rate of return on the $400k turns out to be 14% and the total multiple is 1.3x. That's not a bad outcome for a personal investment in a local business you want to support.

Total return can be highly useful when you're assessing the performance of your investments and comparing their performance to each other or to the overall stock market.

To calculate operating income return on investment, divide the company's operating income by its total operating assets, which you can find on its balance sheet.