Stock After-Tax Return Estimator

Use the calculator below to estimate the after-tax return of a stock, ETF, or index.

To estimate S&P 500 return, consider using the S&P500 Return Estimator.

• Price Change Rate: Percentage of price changed annually.
• Dividend Rate: Dividend paid divided by the price annually.
• Inflation Rate: Annual inflation rate.
• Tax Rate: The income tax rate on capital gain and dividends.
• Years Held: The number of years holding this stock/ETF/index.