Investment performance
Investment Return Calculator
Estimate investment return, annualized performance, and how ongoing contributions can affect portfolio growth.
Net gainending value minus inputs
Annualized returnaverage yearly rate
Target valueprojected growth path
Projected future value
$0
Total contributions$0
Projected net gain$0
Return on contributions0%
Annualized return from ending value0%
Enter investment assumptions to estimate return and growth.
Yearly projection
| Year | Contributions | Gain | Balance |
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How this investment return calculator works
The calculator projects monthly contributions with a net annual return after fee drag. It compares projected value with total contributions to estimate gain and return percentage.
Annualized return from ending value is a simplified estimate based on total contributions and selected time. Actual investing results, market volatility, taxes, fees, contribution timing, and inflation can change outcomes.