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Investment Calculator

Project the future value of your investments with initial lump sum and monthly contributions.

Disclaimer: Projections are estimates based on a fixed rate of return. Actual investment returns vary and are not guaranteed.

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FAQ

What return rate should I use?

The S&P 500 has historically averaged ~10% annually before inflation. A conservative estimate is 6-7% after inflation.

How important are monthly contributions?

Regular contributions dramatically increase your final balance due to dollar-cost averaging and compounding.

When should I start investing?

The earlier the better. Starting at 25 vs 35 can double your final portfolio value due to compound growth.