Investment Return Calculator

Project how your investments grow with regular contributions

Projections beyond 50 years may be less reliable
Historical S&P 500 average: ~10%. Adjusted for inflation: ~7%
Future Value --
Total Contributions --
Total Interest Earned --
Return on Investment --

Growth Over Time

Principal Contributions Interest

Year-by-Year Breakdown

Year Starting Balance Contributions Interest Earned End Balance
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Goal Planning

PRO
Years to Goal --
Monthly Needed --

Tax Impact

PRO
Pre-Tax Value --
Tax on Gains --
After-Tax Value --
Effective Return --

Export Report

PRO

Help & Guides

How to Use This Tool FAQ