Investment Calculator

Project how an investment grows with compound returns and regular contributions. See the final balance, what you put in, and what compounding added.

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Enter your plan and press Calculate growth.

The compound growth formula

This calculator combines two classic finance formulas: the future value of a lump sum, and the future value of a series of regular deposits (an annuity). Together they answer the question, “if I start with this much, add this much every month, and earn this rate, what will I have?”

FV = P(1+i)n + PMT × ( ((1+i)n 1) ÷ i )

Where P is the starting balance, PMT is the contribution each period, i is the periodic return rate (annual rate ÷ 12 for monthly), and n is the number of periods (years × 12). The first term grows your initial lump sum; the second grows the stream of monthly deposits, each of which compounds for a different length of time.

The engine compounds monthly, which mirrors how most people actually invest — a paycheck deposit each month rather than a single yearly lump.

Worked example

Start with $10,000, add $300 a month, earn 7% a year, for 25 years:

Periodic rate: 7% ÷ 12 = 0.5833% per month (i = 0.005833).
Periods: 25 × 12 = 300 months.
Lump sum grows to: $10,000 × (1.005833)³⁰⁰ ≈ $57,000.
Contributions grow to: $300 × ((1.005833³⁰⁰ − 1) ÷ 0.005833) ≈ $243,000.
Final balance ≈ $300,000, of which only $90,000 was money you deposited — the rest is compounding.
The lesson of compounding: over long periods, the growth-on-growth typically dwarfs what you actually contribute. Time in the market is the single biggest lever you control.

Compounding frequency & the rule of 72

Compounding more often — monthly versus annually — adds a little extra because interest is credited sooner and starts earning on itself. A handy mental shortcut is the Rule of 72: divide 72 by your annual return to estimate the years it takes money to double. At 7%, that's about 72 ÷ 7 ≈ 10.3 years per doubling.

Frequently asked questions

How does compound interest grow an investment?

You earn returns on your returns. Each period's gain is added to the balance, so the next period earns on a bigger base. Over long horizons this snowball makes the final value grow far faster than contributions alone.

What is the future value formula with contributions?

FV = P(1+i)ⁿ + PMT × (((1+i)ⁿ − 1) ÷ i). The first term grows your lump sum; the second grows the stream of deposits.

Does compounding frequency matter?

Yes — more frequent compounding produces slightly more growth because interest is added more often. The effect is modest at typical rates but grows with higher rates and longer time.

What return rate should I assume?

Long-run US stock returns have averaged roughly 7% a year after inflation, but any single year varies widely and nothing is guaranteed. Use a conservative figure and treat the output as an estimate.

MB
Mustafa Bilgic · Editor, Calcool
The future-value and annuity formulas used here are standard time-value-of-money mathematics taught in corporate finance and summarized by the U.S. Securities and Exchange Commission's investor education site, Investor.gov. Figures are estimates, not investment advice.

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