Investment Return Calculator
Use our free Investment return Calculator to plan your investing strategy. Get detailed breakdowns, charts, and actionable insights.
Reviewed by Sahil, Senior Finance & Tax Editor
Reviewed by Sahil, Senior Finance & Tax Editor
Formula
FV = PV(1+r/12)^(12t) + PMT × ((1+r/12)^(12t) - 1) / (r/12)
Future value with compound monthly growth and regular contributions. Uses the annuity future value formula combined with compound interest.
Worked Examples
Example 1: $10K + $500/mo for 10yr at 7%
Problem:$10,000 initial, $500 monthly, 7% return, 10 years
Solution:FV of lump sum: $20,097. FV of contributions: $86,541. Total: $106,638
Result:$106,638
Reviewed by Sahil, Senior Finance & Tax Editor · Editorial policy