Investment Return Calculator

Total return on any investment with lump sum plus monthly contributions and compounding.

Initial investment ($):

Monthly addition ($):

Annual return (%):

Years:

How to use

Enter initial investment, monthly additions, annual return, and years, then click Calculate.

What is CAGR?

Compound Annual Growth Rate — the steady yearly rate that would grow your starting amount to the ending amount. It smooths out volatility.

Does it account for taxes and fees?

No — returns shown are pre-tax and pre-fee. Subtract your fee drag for a net figure.

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