How to use this calculator
Select what you want to solve for using the tabs. Enter the known values and click Calculate. Use the End Amount tab to project investment growth, or other tabs to find the required input to reach a target.
Investment Calculator
Calculate investment growth with compound interest and regular contributions.
Solve for
About Investment Calculations
The Investment Calculator can be used to calculate a specific parameter for an investment plan. The tabs represent the desired parameter to be found. For example, to calculate the return rate needed to reach an investment goal, click the "Return Rate" tab.
Compound Interest is the addition of interest to the principal sum, or interest on interest. The more frequently interest compounds, the faster your investment grows.
Regular Contributions can dramatically increase your final balance. Even small monthly contributions, combined with compound interest over long periods, can result in significant wealth accumulation.
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Investment Tips
- →Start investing early — time in the market beats timing the market.
- →Monthly compounding grows faster than annual compounding at the same rate.
- →Contributions at the beginning of each period earn more than end-of-period.
- →Diversify investments to balance risk and return over the long term.
Plan your retirement savings and estimate monthly withdrawals.