Investment Returns Calculator

See how taxes, inflation, and time horizon affect your overall returns.

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Investment Details

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20 years
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Return Analysis

Nominal Value$233,048
After-Tax Value$192,777
Inflation-Adjusted Value$142,222
Real After-Tax Value$117,646
How it works›

Model and assumptions. Compounds the initial balance and periodic contributions at the entered return. For level end-of-period deposits, future value is P(1+r)^n + C((1+r)^n−1)/r, with the zero-rate limit P + Cn. The modeled rate is constant; market volatility, fees and taxes apply only where entered.OpenStax: time value of moneyOpenStax: annuity formulas