Return assumptions
The annual return is an input you choose, not a prediction or promise. Real returns change over time and investment values can fall.
Long-term planning tool
See how regular investing could grow over time.
Model a starting amount, recurring monthly contributions, and an assumed annual return. These projections are hypothetical—not a forecast of any investment.
Projection inputs
Assumes monthly contributions and a constant rate of return. Actual investment returns vary and can be negative.
Projected balance over time
Your projected value includes the starting investment, monthly contributions, and modeled growth.
| Year | Contributions | Projected value |
|---|