Investment Calculator

Enter your investment details to calculate returns and growth projections

Choose your investment strategy

Select your approach

Starting amount to invest

$

Monthly additional investment

$

Expected return percentage

%

Years to invest

years

Advanced Options

Annual dividend percentage

%

Expected annual inflation

%

Tax on capital gains/dividends

%

Management fees and expenses

%

Understanding Investment Returns

Learn about investment strategies and financial planning

📊 Investment Fundamentals

Successful investing requires understanding key concepts like compound growth, risk tolerance, and diversification. Our calculator helps you model different investment scenarios to make informed financial decisions.

💡 Investment Strategies

Lump Sum

Investing a large amount all at once

Dollar Cost Averaging

Regular investments regardless of market conditions

Dividend Reinvestment

Automatically reinvesting dividend payments

Periodic Investing

Scheduled investments at regular intervals

📈 Key Investment Metrics

Total Return

Combined capital appreciation and dividends

Annualized Return

Average yearly return over the investment period

Real Return

Return adjusted for inflation

After-Tax Return

Return after considering tax implications

⚠️ Risk Considerations

All investments carry risk. Historical returns don't guarantee future performance. Consider your risk tolerance, investment timeline, and financial goals when making investment decisions.

⚠️ Investment Disclaimer

This calculator provides estimates based on your inputs and should not be considered as financial advice. Past performance does not guarantee future results. Consult with a qualified financial advisor before making investment decisions.