Investment Calculator
Forecast the future worth of stock, ETF, mutual fund, or real estate investments.
Calculation Inputs & Parameters
20000
(Default)
6000
(Default)
9
(Default)
20
(Default)
Estimated Portfolio Value
$419,049
Capital Gain & Growth
$279,049
Total Invested Capital
$140,000
Return on Capital
+199%
How the Calculation Works
Projects compound market appreciation across regular annual contributions.
Formula: FV = P(1+r)^t + PMT [ ((1+r)^t - 1) / r ]
Practical Worked Example
Given Inputs: 20,000 initial + 6,000/yr at 9% for 20 yrs
Calculated Output: Total: ~418,000
- Accumulates returns compounded annually.