Investment returns calculator
Type a lump sum, a monthly amount or both, a yearly rate and the number of years. It shows what that could grow to, with growth added each month, and what it's worth in today's money after inflation.
Illustration · returns aren't guaranteed and can go down · guidance, not advice
- The rate is your choice, and stays the same every year. Real returns go up and down, and fees come off them.
Track what goes in
The Net Worth Tracker Spreadsheet keeps every account in one place, with the change each month.
Net Worth Tracker Spreadsheet · sold on Etsy
Questions
How is the growth worked out?
Each month, at the rate that comes to your yearly rate over 12 months. Monthly amounts go in at the end of each month.
What rate should I use?
None is suggested. Try a few to see the range.
Updated