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How Much Can I Earn On My Investments?

OBJECTIVES

  • To determine return on investments (ROI)
  • To compare different investment scenarios

RESULTS

  • Improved investment decision-making
  • Established financial goals

Please make sure to read the disclaimers at the bottom of this page!

Includes, but is not limited to:

Brokerage accounts, direct stock investments, index funds, mutual funds, 401K's, and IRA's
10% or less
Good start if paying down high-interest debt or building an emergency fund.

15% - 20%
Strong range for financial independence and a comfortable retirement.

25% or more
Aggressive savings for early retirement, wealth building, or catching up after starting late.
Typical Returns:

4% - 6%
Bonds, Treasuries, CD's

6% - 8%
Balanced mutual and index funds

10% - 12%
S&P 500 and other stock-heavy funds

Results

Initial Contribution

Monthly Contributions

Total Growth

DISCLAIMERS

  1. This calculator is provided for informational purposes only.
  2. The results are estimates based on the data you enter and do not constitute financial advice.
  3. Please consult with a financial advisor or business advisor for personalized guidance.
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