Financial Tools
Investment Growth Calculator
Project returns on your investments accurately and efficiently. Contributions can step up every year, and the result is shown in today's dollars too.
Starting Amount
Monthly Contribution
Yearly Increase in Contribution (%)
Expected Annual Return (%, before inflation)
Inflation (% per year)
Years
Values shown are examples. Returns are not guaranteed and past performance says nothing about the future.
Projected Portfolio
| Ending Value | $0 |
| In Today's Dollars | $0 |
| Total Contributions | $0 |
| Investment Growth | $0 |
| Final Monthly Contribution | $0 |
Year by Year
| Year | Contributed | Growth | Value |
|---|
For illustration only, not financial advice. Results are estimates based on the numbers you enter and do not constitute an offer, rate quote or approval.
Questions people ask
How does the page project my portfolio?
It adds your monthly contribution and grows the balance at your expected annual return, divided into monthly steps, for the number of years you set. Each year it raises the contribution by the yearly increase percentage.
What does In Today’s Dollars mean?
It divides the ending value by the inflation rate you entered, compounded over the years, to show what that sum would buy at current prices.
Is the expected return guaranteed?
No. The page applies the same return every month, while real markets go up and down. Returns are not guaranteed, so try a lower rate to see a cautious case.
Does the projection include fees or taxes?
No. Fees and taxes are not inputs, so the ending value is before both. You can lower the expected return to reflect fees.
