Investment Calculator

Estimate how consistent investing and compounding may impact your future balance.

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$
%

This investment will be worth

$8,602

Total Contributions

$6,000

Total Interest Earned

$2,602

This is a hypothetical illustration for informational purposes only. Results are not guaranteed.

How This Calculator Works

Our investment calculator estimates how your balance could grow over time based on a fixed return. Enter an initial amount, choose a recurring contribution schedule and see how consistent investing influences both your pace of growth and your ending balance. The tool also accounts for compounding, giving a clear picture of how reinvested earnings may help your money build over time.

Assumptions & Disclaimers

  • Rate of Return: We assume a fixed rate of return that compounds based on the selected contribution frequency.
  • Contributions: We assume contributions occur at the end of each contribution period.
  • Hypothetical: Any projections or estimates are hypothetical, for illustrative purposes only, and are not guarantees of future performance. Actual results may vary materially.
  • Risks: All investing involves risk, including the possible loss of principal.
  • No Advice: Information provided is general in nature and should not be considered investment, tax, or legal advice. You should consult your own advisers regarding your specific situation.