Investment Returns Calculator

Estimate how your investments could grow over time and compare different scenarios.

Investment Details

Initial Investment ($)

Starting amount you'll invest

Additional Contribution ($)

Contribution Frequency

Investment Timeframe (years)

How long you plan to invest

Expected Annual Return (%)

Your most likely return scenario

Conservative Return (%)

Aggressive Return (%)

Investment Style

Conservative

Lower risk, more stable returns

Balanced

Moderate risk and return

Aggressive

Higher risk, potentially higher returns

Account Type

Taxable

Tax-Advantaged (IRA, 401k)

Estimated Tax Rate (%)

Capital gains or income tax rate

Projected Investment Growth

Expected Future Value

7% Return

After 10 years with balanced strategy

Conservative Estimate

Lower-risk scenario

Aggressive Estimate

10%

Higher-risk scenario

Total Contributions

Amount you invest

Investment Earnings

Growth from returns

After-Tax Value

25% Tax Rate

Tax applied to investment earnings only

Understanding Investment Returns

This calculator provides estimates based on constant return rates and regular contributions. Actual investment returns will fluctuate over time, and past performance does not guarantee future results.

The conservative, expected, and aggressive scenarios help illustrate the potential range of outcomes. Consider your risk tolerance and investment timeline when making decisions, and remember that diversification can help manage risk while pursuing returns.