About Investment Calculator
Model long-term wealth accumulation across stocks, bonds, and mutual funds. Project future portfolio value from lump-sum capital and monthly contributions.
Key Capabilities & Features
- Lump sum plus recurring periodic contribution modeling
- Adjustable annual return rates and investment horizon
- Total contributions vs net investment gain breakdown
- Interactive multi-year growth trajectory
How to Use Investment Calculator
1
Input Initial Funds
Enter your starting investment and monthly deposit.
2
Set Rate & Years
Enter your expected rate of return and time horizon.
3
Analyze Trajectory
Review expected portfolio balance.
Privacy & In-Browser Execution Guarantee
100% client-side privacy.
Frequently Asked Questions
What is a realistic annual investment return?
Historically, a diversified index fund (like the S&P 500) has averaged around 7% to 10% annual returns before inflation.