Investment calculator
Estimate how long it will take to achieve your investment goal
Estimated number of years to achieve your goal
8 years and 3 months
Contributions | $80,000.00 | 7% |
Growth | $588,973.85 | 55% |
Principal | $400,000.00 | 37% |
Year 1 | $450,000.00 |
Year 2 | $505,000.00 |
Year 3 | $565,500.00 |
Year 4 | $632,050.00 |
Year 5 | $705,255.00 |
Year 6 | $785,780.50 |
Year 7 | $874,358.55 |
Year 8 | $971,794.41 |
Year 9 | $1,078,973.85 |
Initial portfolio size
The starting value of your investments when you begin tracking or planning your portfolio's growth.
Annual return
The percentage gain or loss on your investments over a one-year period.
Target portfolio value
The specific amount of money you aim for your investments to reach to meet your financial goals.
Contribution
A regular deposit of money at chosen frequency you make into your investments to grow your portfolio.
Estimated time to achieve goal
The projected number of years it will take to reach your target portfolio value based on contributions and expected investment returns.
Growth
Total increase in portfolio value resulting from investment returns (like dividends, currency and capital gains).
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