Investment Portfolio & Compound Return Calculator
Calculate future portfolio value, recurring deposits, and compound investment growth over time.
🌍 Select Currency / Region:
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$
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Future Investment Portfolio Value
$341,000
Total Out-of-Pocket Invested
$130,000
Total Compound Interest Earned
$211,000
About Investment Calculator - Portfolio Return & Future Value
Consistent dollar-cost averaging into index funds or diversified portfolios harnesses exponential compound growth over 10-30 year horizons.
💡 How to Use This Calculator
- Set starting investment and recurring monthly deposits.
- Specify time horizon and expected annual return (e.g. S&P 500 historical average ~8-10%).
⚡ Key Features & Considerations
📈 Compound Growth Engine
Demonstrates exponential interest surpassing total principal invested.
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Frequently Asked Questions
What is a realistic expected stock market return?
Historically, broad market index funds (like the S&P 500 or Total World Index) have returned 8% to 10% annually before inflation.