Savings › Investment Growth Calculator
Investment Growth Calculator
Model the future value of regular investing using your own return assumption.
Investment assumptions
R
R
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EST. FUTURE VALUE
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YOUR CONTRIBUTIONS
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EST. GROWTH
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Assumptions
This is a mathematical projection using a constant annual return compounded monthly. It does not predict market performance, taxes, fees or inflation.
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Frequently asked questions
What does investment growth mean here?
It is the projected value of an initial amount plus regular contributions under the constant return assumption you enter.
Are fees and tax included?
No. The basic projection excludes investment fees, tax and other product-specific effects.
Can the actual return differ?
Yes. Real investment returns vary and may be positive or negative rather than matching a constant assumption.