株式損益計算ツール
往復の取引が両方の手数料を差し引いて実際にどれだけ得たか、そしてそれが年率でどうなるかを算出します。年率は保有期間の異なるポジションを比較できる唯一の指標です。
- 純損益
- +$1,000.00
- リターン
- +20.00%
- 年率換算リターン(CAGR)
- +20.00%
- 取得総額
- $5,000.00
- 手数料控除後の受取額
- $6,000.00
- 支払手数料
- $0.00
- 損益分岐となる売却価格
- $50.00
税引き前です。年率換算リターンは、この1件の結果を年利に置き換えたものであり、将来の各年を予測するものではありません。
計算方法
net = (sell x shares - sellFee) - (buy x shares + buyFee) CAGR = (end / start)^(1 / years) - 1
- buyFee / sellFee
- commission or fee charged on each leg of the trade
- years
- holding period in years, e.g. 6 months is 0.5
- end / start
- total proceeds divided by total cost, both after fees
計算例
Buying 100 shares at $50.00 costs $5,000 plus a $5 fee. Selling at $60.00 returns $6,000 less a $5 fee. Net profit is $990, a 19.78% return; held for 8 months that annualizes to about 31%.
よくある質問
- How do you calculate profit on a stock?
- Subtract what you paid from what you received, then subtract both commissions. Buying 100 shares at $50 costs $5,000; selling at $60 returns $6,000; with $5 commission each way the net profit is $990 rather than the $1,000 the prices alone suggest.
- What is annualized return and why does it differ from total return?
- Total return ignores time, so 20% over three months and 20% over three years look identical. Annualized return restates the gain as a yearly rate, which is the only way to compare holdings of different lengths. A 20% gain in three months annualizes to roughly 107%; the same gain over three years is about 6.3% a year.
- What is my break-even sell price?
- The price at which the sale proceeds exactly cover your purchase cost plus both commissions. Below it you are still down even though the share price rose above what you paid, which is why the break-even sits above the purchase price rather than at it.
その他の無料ツール
このツールは入力された数値を計算するものです。情報提供および教育目的のみであり、投資・税務・財務上の助言ではなく、いかなる証券の売買や保有を推奨するものでもありません。試算は仮定であって予測ではありません。必ずご自身で十分に確認してください。