Investment Return Calculator
This calculator helps you estimate the potential growth of your investments over time. By inputting factors like your initial investment, regular contributions, expected rate of return, and investment timeframe, you can project the future value of your portfolio.
Your initial investment
Add a recurring investment
The calculator applies compounding based on the contribution frequency. For the initial investment amount entered, growth is compounded annually over the investment period selected (up to 30 years). Recurring investment contributions are compounded based on the period selected (weekly, monthly, etc.). The calculator uses straight line returns and does not account for market fluctuations.
Facet is an SEC registered investment adviser. This calculator is for information purposes only and is not intended to provide investment, legal, tax or accounting advice, nor is it intended to be an investment proposal, or performance indicator. The accuracy of this projection is not guaranteed nor is it necessarily applicable to your circumstances. All calculations are illustrative based on the user’s inputs and does not account for Facet membership fees, market fluctuations, or any other situations.This is not an offer to sell securities or the solicitation of an offer to purchase securities. All investments carry a degree of risk and past performance is not a guarantee of future results.