Fund ROI Calculator

Initial Investment ($)

Monthly Contribution ($)

Expected Annual Return (%)

Investment Period (Years)

Inflation Rate (%)

Annual Management Fees (%)

Tax Rate on Returns (%)

Annual Contribution Increase (%)

Compare up to 3 investment scenarios

Scenario 1 - Initial Investment ($)

Scenario 1 - Annual Return (%)

Scenario 2 - Initial Investment ($)

Scenario 2 - Annual Return (%)

Scenario 3 - Initial Investment ($)

Scenario 3 - Annual Return (%)

Investment Period (Years)

Calculate how much you need to save regularly to reach your financial goal

Savings Goal ($)

Time to Reach Goal (Years)

Expected Annual Return (%)

Initial Savings ($)

Investment Results

Total Contributions: $22,000.00

Total Interest Earned: $9,846.28

Final Investment Value: $31,846.28

Annualized ROI: 7.0%

                            Total ROI:
                            44.7%
                        