Investment Return Calculator icon

Investment Return Calculator

Estimate how an investment may grow with recurring contributions and compound returns.

Estimated Investment Results

Final Value
Total Contributions
Investment Profit
Total Return
Estimated growth generated by returns
Initial Investment
Additional Contributions
Total Money Invested
Estimated Investment Gain
Estimated Final Balance

This calculator is for planning and illustration only. Actual investment returns can be positive or negative and may be affected by fees, taxes, market volatility and the timing of contributions.

Investment Return Calculator

This free calculator estimates the future value of an investment using an initial amount, recurring contributions, an expected annual rate of return and an investment period.

What does the calculator show?

The results separate the money you contributed from the estimated growth generated by investment returns. You can also see the estimated final value, investment profit and total return percentage.

Recurring contributions and compounding

Regular contributions can have a large effect on long-term investment growth. The calculator supports monthly, quarterly or yearly contributions and lets you choose how often returns are compounded.

Investment returns are not guaranteed

The annual return entered is an assumption, not a prediction. Real investments fluctuate and fees, taxes and other costs can reduce actual results.