Calculator Uni

Investment Calculator

Project the future value of investments with contributions and compounding.

Investment plan
$
$
%
yrs

Value after 15 years

$119,579

You invest

$55,000

Growth

$64,579

Assumes a constant return compounded monthly, contributions at month-end, and no taxes or fees.

The three levers

Ending value is driven by time in the market, contribution rate, and return — in roughly that order for most savers. Doubling the timeline usually beats doubling the return assumption, because compounding is exponential in time but only polynomial in rate.

Real vs. nominal

An 8% nominal return is roughly 5% after typical inflation. If you want the answer in today's purchasing power, enter a real return (nominal minus expected inflation) instead — the math is identical, the interpretation changes.

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