Investment Growth Calculator

Estimate what your portfolio might be worth in the future to see the power of compounding returns. Default annual rate of return set to the average return of the S&P 500 between 1926 and 2024. Assumes reinvested dividends. You can estimate your wealth with the default rate of return, or set your own rate to between match your own individual investment plan.

Enter Your Own Assumptions

$
Enter the current amount you already have invested.
$
Enter how much you plan to add each month.
%
Defaults to avg for the S&P 500 from 1926-2024 (compounded monthly).
yrs
Chart labels every 5 years; dots show each year.

Summary

Total contributions

Projected value*

Projected Growth

Labels every 5 years • Dots every year
Assumes monthly compounding and contributions made at month-end. Hypothetical results, not guarantees.

*Returns are never guaranteed. This calculator is an educational tool to illustrate how compound growth works using user-entered assumptions. Results are hypothetical, do not reflect fees, taxes, trading costs, or inflation, and are not a prediction of future performance. Investment decisions should consider your objectives, risk tolerance, and time horizon. Past performance does not guarantee future results.