Investment Calculator

Future value of a lump sum plus regular monthly contributions. Results update as you type.

Future value
$0.00

Growth over time

How this calculator works

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Results are estimates for education only and are not financial advice. Returns are not guaranteed and vary year to year in real markets.

How are monthly contributions handled?

Each monthly contribution is added at the end of the month, then earns the monthly share of the annual return from the next month on. The yearly table shows the balance at each year end.

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