Investment Calculator

Calculate investment returns, compound growth, and portfolio performance. Plan your investment strategy, analyze potential returns, and build wealth with informed investment decisions.

Initial Investment

One-time initial investment amount
Regular monthly investment amount

Investment Parameters

Historical stock market average is 7-10%
Number of years to invest
How often returns are compounded
Historical average is 2-3%

Advanced Options

Annual increase in monthly contributions
Investment management fees

Investment Projection Results

Final Investment Value

$0

Total Contributions

$0

Total Returns

$0

Real Value (Inflation-Adjusted)

$0

Investment Analysis

Initial Investment: $0
Total Monthly Contributions: $0
Investment Period: 0 years
Expected Annual Return: 0%
Effective Annual Return: 0%
Total Investment Gains: $0
Return on Investment: 0%
Final Portfolio Value: $0

Performance Metrics

Average Annual Growth

0%

Wealth Multiplier

0x

Monthly Income at End

$0

Purchasing Power

$0

How the Investment Calculator Works

1

Enter Investment Details

Input your initial investment amount and planned monthly contributions to establish your investment baseline and ongoing commitment.

2

Set Investment Parameters

Define your expected annual return, investment period, compounding frequency, and inflation rate for accurate projections.

3

Configure Advanced Options

Add annual contribution increases and management fees to create more realistic investment scenarios and projections.

4

Analyze Investment Growth

Review projected returns, compound growth effects, inflation-adjusted values, and performance metrics to optimize your investment strategy.

Frequently Asked Questions

Historical stock market returns average 7-10% annually over long periods. Conservative estimates use 6-7%, while aggressive growth strategies might expect 8-12%. Consider your risk tolerance, investment mix, and time horizon when setting expectations.

More frequent compounding (daily vs. annually) increases returns slightly, but the effect diminishes with higher frequencies. The difference between monthly and daily compounding is minimal, while the difference between annual and monthly compounding is more noticeable.

Inflation erodes purchasing power over time. A 3% inflation rate means $100 today will only buy $74 worth of goods in 10 years. Your investments need to outpace inflation to maintain and grow your real wealth.

Even small fees compound over time. A 1% annual fee can reduce your final portfolio value by 20-25% over 30 years. Low-cost index funds (0.1-0.5% fees) often outperform actively managed funds (1-2% fees) after accounting for fees.

Yes, increasing contributions with salary raises or inflation helps maintain your savings rate and accelerates wealth building. Even a 3% annual increase can significantly boost your final portfolio value due to the power of compound growth.