CALCULATOR

Investment Growth Calculator

See how your investments could grow over time across different return scenarios.

Your Inputs

Starting Balance$500,000

$100,000$5M

Monthly Contribution$2,500

$0$10,000

Time Horizon20 years

5 yrs40 yrs

Conservative (5%)

Moderate (7%)

Aggressive (9%)

Conservative

$2.4M

5% annual return

Moderate

$3.3M

7% annual return

Aggressive

$4.7M

9% annual return

Key Insight

With $500,000 starting and $2,500/mo over 20 years, your contributions total $1.1M — the remaining growth comes from compounding.

See your full projection

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This calculator is for illustrative and educational purposes only and does not constitute financial advice. Actual results will vary based on market conditions and individual circumstances. Past performance does not guarantee future results. Investing involves risk, including the potential loss of principal. Consult with a qualified financial advisor for personalized recommendations.