How to use the Investment Return Calculator
- 1 Enter the values requested by the calculator.
- 2 Review the result and the assumptions shown with it.
How this calculator works
Compare an initial investment with its ending value and calculate total and annualized return.
Assumptions and limitations
Assumes no additional contributions, withdrawals, fees, taxes or inflation. Past or assumed returns do not predict future results.
Frequently asked questions
How is this estimate calculated?
Compare an initial investment with its ending value and calculate total and annualized return.
What should I keep in mind?
Assumes no additional contributions, withdrawals, fees, taxes or inflation. Past or assumed returns do not predict future results.
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