FINANCIAL Calculator 01
Compound Growth Calculator
Many financial calculators online are overly simplistic, often overlooking factors like inflation and sequence-of-returns risk. This calculator, along with its corresponding Monte Carlo tool, provides a more comprehensive view of potential outcomes.
Compound interest
Estimate how your balance may grow over time.
Portfolio assumptions from Dimensional's model portfolio table ↗
Projected balance
$514,035
After 20 years
Total principal$173,427
Total interest$340,607
Real rate of returnThe REAL RATE OF RETURN Adjusts investment returns for inflation to show the actual increase in purchasing power. The formula is:
(1 + Return) ÷ (1 + Inflation) − 16.80%
(1 + Return) ÷ (1 + Inflation) − 16.80%
Inflation-adjusted balance$284,609Estimated value in today's dollars
Principal and interest
Principal Interest
Inflation-adjusted growth
Values use the real rate of return and are shown in today's dollars. Contributions are treated as maintaining their purchasing power.
Principal Interest