Investment Calculators
Investment growth, future value, return, portfolio, fund and stock calculators.
Investment Calculator
Project how a starting amount and regular contributions may grow.
Future Value Calculator
Calculate the future value of money with compound growth.
Investment Return Calculator
Measure total and annualized return between a starting and ending value.
ROI Calculator
Calculate return on investment from cost and gain.
Investment Portfolio Calculator
Project a portfolio using a blended expected return.
Mutual Fund Calculator
Project mutual-fund growth with recurring investments and an expense ratio.
S&P 500 Calculator
Model S&P 500 investment growth with contribution, inflation and dividend-reinvestment assumptions.
Index Fund Calculator
Estimate long-term index-fund growth including an expense ratio.
ETF Calculator
Project ETF growth from contributions, returns and fund fees.
Brokerage Account Calculator
Project a taxable investment account before taxes.
Stock Investment Calculator
Project a stock investment using your own return assumption.
Stock Return Calculator
Measure price return with optional dividends.
Choose between projecting growth and measuring performance
Growth tools ask what money could become with assumed returns and future deposits. Return tools measure what happened between an initial and ending value. A growing account balance is not proof of strong investment performance when new deposits also increased the balance.
Choose fund tools to examine expense assumptions, the brokerage tool for simplified tax drag and the allocation tool for a weighted portfolio return. Use ROI for a nonannualized gain ratio, CAGR for a clean holding-period annualization and stock return for cash dividends. Irregular cash flows require a performance method beyond these simple return tools.