Planning tools

Compound growth

What regular investing turns into over time.

Assumptions

$
$

Contributions are assumed at the end of each month and reinvested. Returns are compounded monthly and shown before tax and inflation.

Balance after 25 years

$462,290
Total contributed$160,000
Investment growth$302,290
Growth as a share of the balance 65%
Effective multiple on contributions 2.89x

Balance over time

Contributions vs total balance

■ Balance ■ Contributed

These calculators are educational illustrations that use simplified assumptions. They ignore taxes, fees and inflation unless stated, assume a constant rate of return that real markets never deliver, and are not a projection of your actual results or a recommendation. Consult a qualified professional about your own situation.