Investment Calculator
Project how a portfolio could grow with regular contributions and compounding.
Frequently asked questions
Is the expected annual return guaranteed?
No — it's a long-run average assumption you provide, not a guarantee. Actual market returns vary significantly year to year, including negative years.
Why does inflation matter for this projection?
The expected inflation input lets you see your projected balance in today's purchasing power, alongside the nominal (unadjusted) future value.
How much do fees really affect the outcome?
Even a small annual fee compounds over time, since it reduces your effective return every year — the estimated annual fees input reflects this in the projection.
What counts as a 'regular contribution'?
Any recurring amount you plan to add on top of your initial investment, at whatever frequency you choose (monthly, quarterly, or annually).