Investment Details
Your starting investment amount
Amount you add each year
How long you'll invest
Average annual return rate
Investment Results
How Investment Returns Work
1
Initial Investment
Your starting amount begins earning returns immediately
2
Regular Contributions
Additional investments increase your principal each year
3
Compound Growth
Returns earn returns, accelerating growth over time
4
Future Value
Total value after the investment period
Example Investment Scenarios
| Initial | Annual | Years | Return | Future Value |
|---|---|---|---|---|
| $5,000 | $1,000 | 5 | 6% | $11,985 |
| $10,000 | $2,000 | 10 | 7% | $37,579 |
| $15,000 | $3,000 | 15 | 8% | $96,315 |
| $20,000 | $5,000 | 20 | 9% | $255,562 |
| $25,000 | $6,000 | 25 | 10% | $647,497 |
Investment Scenarios
Conservative
4-6%
Bonds, CDs, and low-risk investments with steady returns.
Moderate
6-8%
Balanced portfolio with mix of stocks and bonds.
Aggressive
8-12%
Stock-heavy portfolio with higher risk and potential returns.