Portfolio Growth Calculator
Enter your current portfolio, a monthly investment and an assumed annual return to see an illustrative future value, split between what you contribute and what growth adds, year by year.
Results
Illustrative future value
—
Total contributions
—
Illustrative growth
—
Projected portfolio value
Portfolio value
| Year | Contributions | Growth | Ending value |
|---|
Results are illustrative. Calculations run entirely in your browser, nothing you enter is sent anywhere, and no figure here is a forecast, a guarantee or investment advice. Markets can rise or fall.
How the calculation works
Monthly compounding at the equivalent monthly rate of your assumed annual return, with the contribution added each month.
Try a range of return assumptions (for example 3%, 5% and 7%) rather than a single figure; the spread is more informative than any one line.
Frequently asked questions
Is the projected value a prediction?
No. It applies a constant return you choose. Real returns vary year to year.