Skip to main content

Calculating rate of return


Students calculate different investments’ rate of return to measure their performance and then answer questions about investing.

Big idea

Rate of return is a common way to measure and compare the growth of investments.

Essential questions

  • What is rate of return?
  • How does rate of return help you determine how well investments have performed?


  • Understand how rate of return helps measure investments’ performance
  • Use a simple rate of return formula to calculate investments’ gains or losses

What students will do

  • Calculate the rate of return for different investments.
  • Share their thoughts on topics related to investing.

Download activity

Teacher guide


Student materials


Note: Please remember to consider your students’ accommodations and special needs to ensure that all students are able to participate in a meaningful way.

Explore related resources