Investing Calculators

See how a starting amount and optional monthly contributions could grow over time, assuming a steady annual return that compounds monthly.

Find the monthly contribution needed to reach a savings goal by a target date, based on your starting balance and an estimated interest rate.

Project what a lump-sum investment could grow to, and see that amount in today's purchasing power after accounting for inflation.

Estimate what your retirement savings could grow to by your target retirement age, based on your current age, savings, monthly contributions, and expected return.

Calculate your total return on investment and, if you provide a time period, your annualized return (CAGR).

Find the smoothed, constant annual growth rate that connects a beginning value to an ending value — useful for comparing investments on an apples-to-apples annual basis.

Estimate how a dividend-paying position could grow over time, based on the yield, dividend growth rate, and share-price growth you expect — with or without reinvesting the dividends.

Find your FIRE number — the portfolio size needed to cover your annual expenses at a sustainable withdrawal rate — and see how many years of saving and investing it could take to get there.

Project how a lump sum and regular contributions could grow over time under a constant assumed return.

See how regular contributions could accumulate over time without requiring a lump-sum investment.

Translate portfolio percentages into dollar amounts for a given portfolio size.

Calculate current yield from annual coupon income and the bond’s current market price.

Estimate future 401(k) value from your current balance, contributions, employer match, and assumed return.