Investment Growth Calculator
Estimate when your portfolio could reach a target.
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How much do you already have invested?
$
$
$
$6,000 / year
$/mo
Adjust return assumption · 7%
%
Starting balance
$25,000
Monthly investing
$500
$6,000 / year
Return assumption
7%
How the target date is estimated
The calculator compounds the balance monthly using the selected constant annual return assumption and adds the stated monthly contribution until the target is reached.
The estimated date is a planning illustration, not a market forecast. Taxes, fees, changing returns, and changing contributions can materially alter the outcome.