Investment Calculator

Calculate investment growth and future value. Enter initial amount, contributions, annual return, and term. See total returns. Informational only—consult a financial advisor. Explore more tools on free calculators on CalculatorBolt.

Calculator

Projected Balance
Total Contributions
Total Returns

How it works

Future Value = Initial × (1+r)^Years + PM × [((1+r)^Years − 1)/r] × 12. We calculate projected balance, contributions, and returns. Optionally adjust for inflation.

Inputs explained

Initial Investment, Monthly Contribution, Annual Return, Investment Term, Optional Inflation.

Example

Initial=$10,000, PM=$500, Return=7%, Term=10 years → FV≈$106,578; Contributions=$70,000; Returns≈$36,578.

Tips & notes

  • Regular contributions significantly boost long‑term growth.
  • Higher returns increase risk; use realistic expectations.
  • Adjust for inflation to see real purchasing power.

FAQs

It varies by asset class. Stocks historically average ~7–10% annually, but with volatility.

Inflation reduces real returns; use the calculator to see real purchasing power growth.

It can be used for any investment with an expected return.

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Disclaimer

Informational estimate only. Does not account for taxes, fees, or market volatility. Consult a qualified financial advisor for personalized advice.

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Author: CalculatorBolt Editorial Team
Reviewed by: Finance/Investing Editor
Published: Updated: