International Money

Foreign Investment Home-Currency Return

Combine asset performance with a change in the exchange rate.

Your numbers

Sample inputs are illustrative. Changing currency changes labels only.

Your result

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How to use this calculator

  1. Enter foreign-currency asset return (%), change in home units per foreign unit (%).
  2. Choose a display currency, then select Calculate. Results also update after a brief pause while you edit.
  3. Read the result with the assumptions below. Export details or save a second scenario to compare your choices.

Formula and method

Home return = (1+foreign asset return)×(1+FX change)−1.

Assumptions and limitations

Unhedged holding-period model; fees, withholding tax and cash-flow timing are excluded.

Worked example

With foreign-currency asset return (%) = 10, change in home units per foreign unit (%) = -5, home-currency return is approximately 4.5%.

What the result means

A weaker foreign currency can offset a positive asset return.

Common questions

How should I interpret home-currency return?

A weaker foreign currency can offset a positive asset return.

What should I check before using this result?

Unhedged holding-period model; fees, withholding tax and cash-flow timing are excluded.

Methodology and transparency

Calculation specification reviewed on 2026-10-14. Mathematical implementation is tested against independent reference fixtures. This does not imply review by a licensed financial professional. Read the testing and precision policy.