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Investment Return Calculator

Enter your values

How to Use

Enter your initial investment, expected annual return, and number of years to project your portfolio value. The calculator uses compound growth so returns build on previous gains each year. Adjust the rate to model pessimistic, realistic, and optimistic scenarios and build your understanding of investment risk.

Frequently Asked Questions

Frequently Asked Questions

The S&P 500 historically returns ~10% annualised. A 7% real return is a common planning benchmark.