Investment Calculator

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Investment growth

Project the future value of a lump sum plus regular contributions at an expected return.

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Projected future value $0
  • Total invested$0
  • Investment growth$0

Balance by year

About this investment calculator

Project an investment balance using an initial amount, recurring contributions, expected annual return, and time horizon.

How to use it

Enter the values requested by the calculator. Results update in your browser as you change the inputs. Review the assumptions shown on the calculator before using the result.

Formula

future value depends on periodic compounding and contributions

Example

Use the inputs as assumptions rather than a guarantee of future investment performance.

Frequently asked questions

What does the investment calculator show?

Project an investment balance using an initial amount, recurring contributions, expected annual return, and time horizon.

Are the results exact?

The result is calculated from the inputs and assumptions shown on this page. For important financial, health, tax, or legal decisions, verify the result with an appropriate professional or authoritative source.