Capital Gains Yield Calculator

Break an asset's return into two components: capital gains yield (price appreciation) and dividend yield (dividends). Total return is the sum of both.

Disclaimer: The results on this page are an educational estimate — not investment advice. These figures help you understand return components, not a recommendation to buy or sell any asset.

Calculate Your Return

–
Capital gains yield
(P1−P0) ÷ P0
–
Dividend yield
dividends ÷ P0
–
Total return
CGY + dividend yield

Total Return Breakdown

Capital gains yield Dividend yield

Annualization method: daily compounding — (1 + r)365 / number of days − 1. Assumes return is spread evenly; the result is an educational estimate.

Results note: The figures above are an educational estimate — not investment advice. Past return does not guarantee future results, and this calculator does not account for taxes, transaction costs, or inflation.

Worked Example

Buy price P0 = 100, sell price P1 = 115, dividends = 3:

Capital gains yield = (115 − 100) ÷ 100 = 15%

Dividend yield = 3 ÷ 100 = 3%

Total return = 15% + 3% = 18%

Annualizing an 18% total return over 180 days: (1.18)365/180 − 1 = 39.88% (daily compounding).

How This Differs from the Annualized Rate of Return Calculator

This tool breaks down the components of return: what percent comes from price appreciation and what percent from dividends. The annualized rate of return calculator answers a different question: what CAGR (compound annual growth rate) took the initial value to the final value over the date range. Use them side by side: components here, annual rate there.

Frequently Asked Questions

What is capital gains yield?

Capital gains yield is the percentage increase in an asset's price relative to its buy price. The formula is (P1 - P0) / P0. For example, a buy price of Rp100 thousand and a sell price of Rp115 thousand gives a capital gains yield of 15 percent.

How do you calculate capital gains yield?

Subtract the initial price from the final price, then divide the result by the initial price. Example: (115 - 100) / 100 = 0.15, or 15 percent.

What is the difference between capital gains yield and total return?

Capital gains yield only measures price appreciation. Total return adds dividend yield — dividends received divided by the initial buy price. If capital gains yield is 15 percent and dividend yield is 3 percent, total return is 18 percent.

What is dividend yield?

Dividend yield is the total dividends received during the holding period divided by the initial buy price. Example: Rp3 thousand in dividends on a Rp100 thousand buy price means a 3 percent dividend yield.

How does this calculator annualize returns?

This calculator uses daily compounding: (1 + r)^(365 / number of days) - 1. This method assumes return is spread evenly over the period, and the result is an educational estimate, not an exact projection.

Is this calculator investment advice?

No. All results on this page are educational estimates for understanding an asset's return components, not a recommendation to buy or sell any asset.

Free tool by NRTechStudio