Investment Calculators

Returns, growth & allocation

Compound Interest Calculator

See how your money grows with compound interest and regular contributions.

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Investment Calculator

Project investment growth from contributions, returns and optional taxes.

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Dividend Calculator

Estimate dividend income and total return with optional DRIP reinvestment.

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Future Value Calculator

Calculate what a lump sum and regular deposits will be worth in the future.

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Annual Return Calculator

Calculate the annualized return (CAGR) of an investment over time.

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Asset Allocation Calculator

Get a suggested stock, bond and cash mix based on age and risk tolerance.

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Present Value Calculator

Find what a future sum of money is worth in today's dollars.

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CAGR Calculator

Find the compound annual growth rate of an investment between two values.

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Rule of 72 Calculator

Estimate how long it takes to double your money — or the return you'd need.

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Millionaire Calculator

See how long it takes to reach a million (or any target) with regular saving.

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Dividend Reinvestment (DRIP) Calculator

Project an investment's growth when dividends are automatically reinvested.

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Investment Fee Calculator

See how much fund fees and expense ratios quietly cost you over time.

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Stock Profit Calculator

Calculate your profit or loss and return on a stock trade after fees.

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Real Rate of Return Calculator

Find your inflation-adjusted return — what your money actually gains in buying power.

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Cap Rate Calculator

Calculate a rental property's capitalization rate from its income and price.

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Rental Property Calculator

Estimate a rental's monthly cash flow, cash-on-cash return and cap rate.

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SIP Calculator

Estimate the maturity value of a monthly mutual fund SIP investment.

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Lumpsum Calculator

See how a one-time mutual fund investment grows over time.

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