Investment Calculator

Looking to grow your wealth over time? Our free Investment Calculator helps you estimate how much your money could grow based on your current savings, monthly contributions, and expected annual return. Whether you’re saving for retirement or building long-term wealth, this tool gives you a clear picture of your investment growth potential.

Investment Calculator
Enter your current age
Your current age in years
Enter the age you plan to retire
The age you plan to stop contributing and retire
About how much money do you currently have in investments?
How much you already have invested
$
How much will you contribute monthly?
This is the amount you invest each month. We recommend investing 15% of your paycheck.
$
What do you think your annual return will be?
This is the return your investment will generate over time. Historically, the 30-year return of the S&P 500 has been roughly 10–12%
%
Compound frequency
How often interest is compounded

"You don't need to be wealthy to start. You need to start to build wealth."

How to Use the Investment Calculator

This calculator estimates the future value of your Investment using compound interest principles and user-defined contributions. It’s a simple way to visualize long-term financial planning and explore how small, consistent savings can lead to big outcomes.

 

Input Fields Explained:

Current Age: Your present age is used to determine the investing timeframe.

Retirement Age: The age you plan to stop working and start withdrawing savings.

Initial Investment Amount: The total amount you currently have invested.

Monthly Contribution: The amount you plan to invest each month moving forward.

Expected Annual Return: Enter your projected yearly investment return (e.g., 8%–12% for S&P 500 or mutual funds).

Compounding Frequency: Select the frequency at which your Investment grows (annually, quarterly, monthly, etc.).

 

Once entered, the calculator will display:

Estimated Retirement Savings

Breakdown of Growth vs. Contributions

Alternative Scenarios (e.g., what happens if you contribute an extra $100 or $200/month)

Why Use an Investment Calculator?

Whether you’re a beginner or an experienced investor, our tool is helpful for:

  • Retirement Planning using 401(k), IRA, or Roth IRA contributions
  • Monthly Investment Strategies like SIPs (Systematic Investment Plans)
  • Understanding how compound interest works over time
  • Visualizing returns from the S&P 500, mutual funds, or index funds
  • Comparing scenarios: lump sum vs. monthly contributions

Our calculator is designed for educational use and applies to users in the USA, but can be helpful to globally with custom settings.

Example Calculation

Let’s say:

  • Current Age: 35
  • Retirement Age: 65
  • Initial Investment: $20,000
  • Monthly Contribution: $500
  • Annual Return: 10%

 

At retirement, you could accumulate over $1 million, depending on market conditions and contribution consistency. This illustrates the power of compounding, especially when started early.

Real-World Use Cases

  • You want to know how much $10,000 invested in the S&P 500 could grow in 30 years
  • You’re comparing a monthly SIP vs. a one-time lump sum investment
  • You’re planning to increase your monthly Contribution by $100–$200 and want to see the impact
  • You’re budgeting for an investment property mortgage and want to calculate returns

Frequently asked questions

It’s a financial tool that helps you estimate the future value of your investments using compound interest formulas. It factors in your current Investment, contributions, interest rate, and compounding period.

Compound interest grows your Investment faster because interest is calculated on both your initial principal and accumulated interest over time.

Returns vary by investment type. Historically, the S&P 500 averages around 10% annually. Conservative mutual funds may return 5%–7%. Adjust based on your strategy.

Yes. This tool is suitable for SIPs (Systematic Investment Plans), mutual funds, index funds, and general market investments. Ensure that your input accurately reflects the average returns and frequency.

No. This calculator shows pre-tax and fee-free estimates. To account for taxes, check the IRS capital gains tax guidelines.