Investment Return & Growth Calculator
Forecast your future portfolio growth, total deposits, and compound investment earnings over time.
What is Investment Return & CAGR Calculator?
Forecasting investment returns helps individuals plan retirement timelines, evaluate equity portfolios, and assess savings milestones. Our Investment Return Calculator models long-term capital growth by factoring initial capital, regular monthly dollar-cost averaging contributions, estimated annual return rates, and duration to project future portfolio values and capital multiples in client-side memory.
Designed for accuracy, speed, and privacy, this tool runs entirely on your local device with zero network latency.
How to Use the Investment Return & CAGR Calculator
- 1Input your Initial Starting Capital and ongoing Monthly Contribution amount.
- 2Enter your Expected Annual Rate of Return (%) based on historical asset benchmarks.
- 3Set your Investment Time Horizon in years.
- 4Review the projected Final Portfolio Value, Total Capital Invested, Total Profit, and Investment Multiple (e.g., 2.5x).
Formula & Calculation Logic
Calculates future investment value combining compounded initial lump-sum capital with periodic annuity cash flows compounded monthly.
Total Future Value: FV = P(1 + r)^t + PMT * [((1 + r/12)^(12t) - 1) / (r/12)] | Capital Multiple: FV / (P + PMT * 12t)Investment Return & CAGR Calculator Frequently Asked Questions
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