Saving & Investing
Investment Calculator
Project a portfolio forward from a starting amount and regular contributions — and see how sensitive the result is to the return you assume.
Your numbers
$
$
7%
20 yrs
Statement
Projected in 20 years
$300,851
at 7.0% a year
- Total invested
- $130,000
- Investment growth
- $170,851
- Conservative (5%)
- $232,643
- Optimistic (9%)
- $394,035
- Expected balance
- $300,851
A 2-point swing in returns changes the outcome by roughly $161,392 — a reminder that long-term projections are ranges, not promises.
Over time
Projected in 20 years$300,851
Estimates only — not financial advice. They produce estimates based on the figures you enter and do not account for every fee, tax or change in rate.
Frequently asked questions
Related calculators
Compound Interest Calculator
Compounding is interest earning interest. Set a starting balance, a monthly contribution and a rate to watch your money grow — and see how much of the result is pure growth.
Retirement Calculator
Project your nest egg to retirement age, including any employer match, and see the annual income it could safely provide.
Millionaire Calculator
How long to your first million? Enter what you have, what you add each month, and your expected return to see the year you cross the line.