The Investment Calculator can be used to calculate a specific parameter for an investment plan. The tabs represent the desired parameter to be found. For example, to calculate the return rate needed to reach an investment goal with particular inputs, click the 'Return Rate' tab.
• Select any of the 5 tabs below to solve for that specific variable (End Amount, Contribution, Return Rate, Starting Amount, or Length).
• The target parameter is automatically determined while you customize the other 4 parameters.
With an initial deposit of $20,000.00 and $500.00/month contributions at 6% return over 6 years.
Exhaustive financial schedule and 3-layer stacked wealth growth chart
| Year | Label / Date | Beginning Balance | Deposit | Interest | Ending Balance |
|---|---|---|---|---|---|
| Year 1 | Year 1 (2027) | $20,000.00 | $6,000.00 | $1,363.26 | $27,363.26 |
| Year 2 | Year 2 (2028) | $27,363.26 | $6,000.00 | $1,805.06 | $35,168.32 |
| Year 3 | Year 3 (2029) | $35,168.32 | $6,000.00 | $2,273.36 | $43,441.69 |
| Year 4 | Year 4 (2030) | $43,441.69 | $6,000.00 | $2,769.77 | $52,211.45 |
| Year 5 | Year 5 (2031) | $52,211.45 | $6,000.00 | $3,295.95 | $61,507.40 |
| Year 6 | Year 6 (2032) | $61,507.40 | $6,000.00 | $3,853.71 | $71,361.11 |
Explore our other calculators to model returns, interest rates, and loan amortizations: