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Predicting returns on investment is a difficult process. To get an accurate picture, it's not enough to merely assume a given rate of return; you need to take into account other factors like inflation and taxes to determine what your investment will be worth in real terms a number of years down the road. This Investment Returns Calculator allows you to do just that. In addition to figuring your rate of return over time, this calculator also lets you see how such factors as the economic climate, taxes and additional investments over time will affect your investment. You can also easily vary each of these to see how changes in one or several factors will affect your investments over time, and view results for simple vs. compounded interest.
Annual rate of return is the amount that you earn on an investment fund for an entire year. It is also referred to as the annual percentage rate and should not be confused for calculations that are done over a period of many years.
The annual rate of return is calculated using the fund’s value at the start and the end of the year. The difference between both amounts (representing the total money gained or lost) is divided by the investment amount at the start of the year. You can use our investment calculator to calculate your annual rate of return.
An investment rate of return calculator is used to calculate the gain (or loss) made from an investment over a particular period of time. An investment rate of return calculator works by finding the net difference between the initial value of the investment and its final value and then dividing it by the investment cost.
The average return rate represents the average cash flow generated over the life of an investment. To make an average rate of return calculation, add all the cash flows that are expected over the period of the investment and then divide by the number of years the investment is expected to run for.
If you invest $100,000 at an annual interest rate of 6%, at the end of 20 years, your initial investment will amount to a total of $320,714, putting your interest earned over the two decades at $220,714.
This represents the actual financial return that you get from your investment after it has been adjusted for the impacts of inflation and taxes. The after-tax rate of return is on the opposite end of the nominal rate of return, which only factors in gross returns.
The after-tax rate of return calculator takes the gross investment rate of return and then deducts the percentages of inflation and taxes over the period of the investment.
A personal rate of return calculator makes use of your cash flow activity to provide an estimate of your investment’s performance. The money that is deposited and withdrawn from your investment account over a period of time is what is categorized as cash flow, and the personal rate of return calculator estimates its impact on your actual rate of return.
Yes, there are. But before you go on to invest in any of these mutual funds, it is important that you seek professional advice from an investment pro. There are simply so many options for you to select from, and you cannot tell which ones will suit you by merely looking at them.
Mutual fund calculators help you estimate your returns from investments in mutual funds. To use a mutual fund annual return calculator, all you have to do is, input the investment amount, the rate of return, and the investment’s term. The calculator will show you how much your investment will have appreciated by the end of the specified term.
Investing is a complicated process. You need to understand how the various investment products work, what their risk level is and what style of investing you are comfortable with. You also need to take into consideration taxes, inflation, fees and the health of the economy. If you aren't familiar with investing, or with factoring in elements that can impact the rate of return an investment will produce, then you should try our Investment Returns Tool.
The Investment Returns Calculator can serve a number of investment purposes. For example:
To use this tool you will need to enter the number of years you plan to hold onto an investment product, the expected rate of return, your initial investment amount, your annual investment amount, the current inflation rate and your current tax rate for investments. After entering these amounts click on "calculate." This will produce a graph. If you want a detailed view of your investment scenario you will need to click on the "view report" button.
Here is additional information that may be useful when using the calculator:
As you enter your information, the calculator will automatically determine the total value of your investment at the end of the time specified and display it in the blue bar at the top. Changing any of those values, such as by moving the green triangles, will immediately change your investment totals as well.
Clicking "Show report" will switch to a new page showing a more detailed breakdown of the investment and it's performance.