Investment Calculators

Time, contributions, returns and fees determine how an investment grows. These calculators let you test assumptions and see how small changes compound over the years.

See the power of time

The compound interest calculator shows growth with regular contributions, while the investment calculator adds fees and inflation for a more realistic picture. To judge a past or planned investment, the ROI calculator gives total and annualized returns.

Read how compound interest works for the basics. Remember that returns are never guaranteed; test several scenarios.

Frequently Asked Questions

What return should I assume?

No one can predict returns. Test low, moderate and high scenarios and plan around the conservative one.

Do these include taxes?

No. Taxes depend on account type, income and holding period.

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