Investment Calculator

See how compound interest grows your investments over time. Enter your initial investment, monthly contributions, expected return rate, and time horizon.

Investment Details

$
$

Projected Growth

Final Balance
$343,778
Total Contributions
$130,000
Interest Earned
$213,778

Growth Over Time

Year 1Year 20
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The Power of Compound Interest

Compound interest is often called the "eighth wonder of the world." Unlike simple interest, which only earns returns on your initial investment, compound interest earns returns on both your principal AND your accumulated interest. This creates an exponential growth curve that accelerates over time.

How the Investment Calculator Works

This calculator uses the compound interest formula with monthly compounding: FV = PV(1+r)^n + PMT[((1+r)^n - 1)/r], where PV is your initial investment, r is the monthly interest rate, n is the number of months, and PMT is your monthly contribution. The result shows your projected portfolio value at the end of your investment period.

Investment Tips for Beginners

Start early — even small amounts grow significantly over decades. The S&P 500 has historically returned about 10% annually before inflation. Diversify across asset classes, keep fees low with index funds, and stay consistent with monthly contributions regardless of market conditions.

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Key Facts

  • 01S&P 500 avg return: ~10%/year
  • 02Rule of 72: divide 72 by rate to find doubling time
  • 03Starting 10 years earlier can double your returns
  • 04Index funds typically charge 0.03-0.20% fees
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