Enter amount expected return annual rate and investment horizon to see compounding work with inflation taxes and fees accounted. Review year by year projections visualize growth with an interactive chart export your table to CSV or PDF and share results with clients or teammates. Includes reinvestment options target goal tracking and flexible currency units.
| Year | Start | Gross Growth | Fees | Taxes | Contribution | End (Nominal) | End (Real) |
|---|---|---|---|---|---|---|---|
| 1 | 250,000.00 | 31,559.68 | 2,629.97 | 3,155.97 | 0.00 | 275,773.74 | 262,641.66 |
| 2 | 275,773.74 | 34,813.33 | 2,901.11 | 3,481.33 | 0.00 | 304,204.62 | 275,922.56 |
| 3 | 304,204.62 | 38,402.41 | 3,200.20 | 3,840.24 | 0.00 | 335,566.59 | 289,875.04 |
| 4 | 335,566.59 | 42,361.50 | 3,530.13 | 4,236.15 | 0.00 | 370,161.81 | 304,533.04 |
| 5 | 370,161.81 | 46,728.76 | 3,894.06 | 4,672.88 | 0.00 | 408,323.63 | 319,932.25 |
| 6 | 408,323.63 | 51,546.26 | 4,295.52 | 5,154.63 | 0.00 | 450,419.74 | 336,110.15 |
| 7 | 450,419.74 | 56,860.42 | 4,738.37 | 5,686.04 | 0.00 | 496,855.75 | 353,106.10 |
| 8 | 496,855.75 | 62,722.44 | 5,226.87 | 6,272.24 | 0.00 | 548,079.07 | 370,961.49 |
| 9 | 548,079.07 | 69,188.81 | 5,765.73 | 6,918.88 | 0.00 | 604,583.27 | 389,719.76 |
| 10 | 604,583.27 | 76,321.82 | 6,360.15 | 7,632.18 | 0.00 | 666,912.76 | 409,426.58 |
| Scenario | Amount | Rate % | Years | Simple Final (no fees/tax) |
|---|---|---|---|---|
| Starter | $10,000.00 | 7.00 | 5 | $14,025.52 |
| Balanced | $25,000.00 | 10.00 | 10 | $64,843.56 |
| Aggressive | $100,000.00 | 12.00 | 15 | $547,356.58 |
Important Note: All the Calculators listed in this site are for educational purpose only and we do not guarentee the accuracy of results. Please do consult with other sources as well.