Financial

Investment Calculator

Project growth of your investments over time with regular contributions.

Future value

$343,778

Total contributed$130,000
Total gain$213,778
Method

How it works

FV = P(1+r)ⁿ + PMT · ((1+r)ⁿ − 1)/r
Combines a lump-sum future value with the future value of a series of monthly contributions, assuming a constant compounding return.
FAQ

Frequently asked

What return should I assume?

Historical U.S. stock returns average ~7–10% nominal. For conservative planning, use 5–7%.

Are taxes accounted for?

No — results are pre-tax. In a Roth or tax-advantaged account, gains are effectively tax-free.

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