Investment Returns Calculator
Plan your financial future with our interactive calculator
Calculator Settings
Investment Details
Regular Contributions
Contributions will continue for the entire investment period
Investment Returns
- Capital
- Interest
- Inflation Adjusted Value
Investment Summary
2025 - 2034Final Balance
$19,672
($13,548 in today's money)
Model Assumptions
Investment Values: All investment values represent end-of-year balances after growth has been added. Inflation adjustments are calculated from the start of the investment period, with each year's inflation reducing the real value.
Compounding: Growth is compounded at the same frequency as regular contributions are made using effective rate calculations. Contributions are assumed to be made at the end of the period and are not included in that period's compounding calculation. If no regular contributions are made, growth compounds annually.
Inflation Impact: "Today's money" values show what future amounts would be worth in current purchasing power, helping you understand the real value of your investments and withdrawals over time.
Yearly Breakdown
| Year | Starting Value | Growth | End of year Value | Value (Inflation Adjusted) |
|---|---|---|---|---|
| 2025 | $10,000 | $700 | $10,700 | $10,308 |
| 2026 | $10,700 | $749 | $11,449 | $10,626 |
| 2027 | $11,449 | $801 | $12,250 | $10,954 |
| 2028 | $12,250 | $858 | $13,108 | $11,291 |
| 2029 | $13,108 | $918 | $14,026 | $11,639 |
| 2030 | $14,026 | $982 | $15,007 | $11,998 |
| 2031 | $15,007 | $1,051 | $16,058 | $12,368 |
| 2032 | $16,058 | $1,124 | $17,182 | $12,749 |
| 2033 | $17,182 | $1,203 | $18,385 | $13,142 |
| 2034 | $18,385 | $1,287 | $19,672 | $13,548 |
Powerful Investment Planning Tools
Make informed decisions about your financial future with our comprehensive suite of investment planning features.
Advanced Calculations
Precise investment calculations considering compound interest, regular contributions, and inflation adjustments.
Visual Analytics
Interactive graphs and charts that help you visualize your investment growth over time.
Inflation Adjustment
See the real value of your investments with automatic inflation adjustments and future value projections.
Flexible Time Periods
Plan for any investment duration, from short-term goals to long-term retirement planning.
Income Planning
Calculate sustainable withdrawal rates and plan your retirement income with confidence.
Easy Sharing
Share your investment scenarios with financial advisors or family members using unique URLs.
Start Planning Your Financial Future Today
Use our calculator to see how your investments could grow over time.