The amount you are starting with today

Added each month, every month

Assumed average annual return

Years until the funds are needed

Projected Portfolio Value
Total Value
Total Contributed
Growth
What This Means

Enter values above to see a projection.

Educational calculator. Uses a fixed annual rate of return compounded monthly. Actual investment results vary and are not guaranteed. Not personalized financial advice.

About this calculator.

This tool projects the future value of a portfolio that receives an initial lump-sum contribution and regular monthly contributions, compounded at a fixed assumed annual rate of return. It shows the mathematical effect of time, discipline, and compounding on a long-horizon investment.

A few notes on how to use it well. The rate of return is a general assumption, and actual returns on any specific investment vary, sometimes by a lot. Longer horizons of twenty to forty years tend to show the power of compounding most clearly. The calculator does not account for inflation, taxes, fees, or sequence-of-returns risk, all of which matter in real planning.