Calculate returns for stocks, mutual funds, and other investments
Past performance is not indicative of future results. Investments are subject to market risks.
Our comprehensive Investment Return Calculator helps you analyze potential returns across various investment types including stocks, mutual funds, ETFs, bonds, and real estate. Calculate compound growth, annualized returns, and portfolio performance with accurate projections and detailed analytics.
Essential for investors, financial planners, retirement savers, and wealth managers who need precise return calculations for informed investment decisions and long-term financial planning.
Calculate returns for stocks, mutual funds, ETFs, bonds, real estate, and other asset classes with specific calculation methods for each.
Accurate compound interest calculations with different compounding frequencies and regular contribution scenarios.
Adjust for inflation, taxes, and fees to see your real purchasing power growth and net investment returns.
Test different market conditions, contribution schedules, and investment strategies to optimize your portfolio performance.
Use our advanced calculator to project investment growth, compare strategy outcomes, and make data-driven decisions to maximize your wealth accumulation over time.
Simple returns calculate growth only on the principal amount, while compound returns include earnings on both the principal and accumulated interest. Compound returns typically generate significantly higher long-term growth due to the "snowball effect."
Regular contributions dramatically accelerate wealth accumulation through dollar-cost averaging and increased compounding. Even small monthly additions can double or triple your final portfolio value over long periods compared to one-time investments.
Historical averages vary: Stocks ~7-10% annually, Bonds ~3-5%, Real Estate ~8-12% with leverage, Mutual Funds vary by type. These are pre-inflation figures and actual results depend on market conditions and investment selection.
Time horizon is critical for investment success. Longer time frames allow compounding to work more effectively and provide better recovery from market downturns. The difference between 20-year and 30-year investments can be millions of dollars for the same contribution rate.
Always consider inflation for realistic planning. A 7% nominal return with 3% inflation gives you only a 4% real return. Our calculator shows both nominal and real returns to help you understand actual purchasing power growth.
Stocks & ETFs
Mutual Funds
Bonds & Fixed Income
Real Estate