Investment Growth

Separate contributions from hypothetical growth.

Your numbers

Enter your numbers to see the result.

How Investment Growth works

Compound the starting investment and regular contributions over the chosen years at a constant assumed return. Results do not guarantee future returns.

A worked example

These sample values illustrate the calculation. Use your own numbers in the calculator for your result.

Example inputs

Starting amount: 1000
Monthly investment: 100
Assumed annual return (%): 5
Years: 20

Projected balance: $43,816.01
Total contributions: $25,000.00
Hypothetical growth: $18,816.01

Assumptions and limits

Rates, fees and contribution schedules are the assumptions you enter. This estimate does not include changes you have not entered.

Educational estimate only. This is not personalized financial, investment or tax advice.