Portfolio Return Calculator

Calculate investment returns with compounding, inflation, fees, and taxes

Initial Investment ($)

Annual Contribution ($)

Expected Annual Return (%)

Investment Period (years)

Compounding Frequency

Inflation Rate (%)(Default: 2%)

Annual Fee (%)(Fund expenses, advisor fees)

Capital Gains Tax Rate (%)(If applicable)

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Quick Tips

1Use current market data for calculations
2Consider seasonal variations
3Document your assumptions
4Update calculations regularly