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Tool

Investment Calculator

Estimate an end balance from a lump sum, monthly savings and expected return.

$
$
%
yrs

Estimated end balance

$127,425

Estimates assume a constant return and monthly compounding. Real returns vary.

How this tool works

Estimate what a lump sum plus regular monthly savings could be worth at a given rate of return.

Returns are assumed constant, which real markets are not. Treat the output as a planning estimate, not a forecast.

USFinanceWire publishes information and analysis for general purposes only. Nothing on this site is investment advice, and no content should be relied on to make financial decisions. Market data may be delayed or sampled.

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