How much did I make?

Use this tool to roughly estimate the return on an investment or on your portfolio during a statement period.

Enter how much your investments were worth at the start of the period. If your statement does not show an "opening balance", enter the closing balance shown on your previous statement.

Enter the total of all new deposits you made to the account during the statement period. Do not include any income or dividends received from your investments in the account.

Enter the total of all withdrawals in cash you made from the account during the statement period.

Enter how much your investments were worth at the end of the statement period. Your statement may list this as a "closing balance", "current value" or "market value".

Notes:

Short-term results do not predict future returns.
This tool uses a simplified formula to provide a general estimate of the growth of your portfolio over the statement period. It does not represent your personalized rate of return. Ask your financial adviser about a personalized rate of return.