Present Value Calculator
Present value = future amount / (1 + discount rate) raised to years. Enter your own values; the result updates only when you run the tool.
Use this toolRule of 72 Calculator
Approximate doubling time = 72 / annual percentage return. This is a rough approximation, not a guaranteed investment outcome.
Use this toolReal Return Calculator
Inflation-adjusted return = (1 + nominal return) / (1 + inflation) − 1. Enter your own values; the result updates only when you run the tool.
Use this toolMonthly Investment Growth
End balance with monthly compounding and end-of-month contributions; constant hypothetical return. Enter your own values; the result updates only when you run the tool.
Use this toolInvestment Return Calculator
Holding-period return = (ending value / initial cost − 1) × 100. Enter your own values; the result updates only when you run the tool.
Use this toolCAGR Calculator
Compound annual growth rate assumes no intermediate cash flows. Enter your own values; the result updates only when you run the tool.
Use this toolDividend Yield Calculator
Dividend yield = annual dividend per share / share price × 100. Enter your own values; the result updates only when you run the tool.
Use this toolDividend Income Calculator
Annual dividend estimate = shares × entered dividend per share. Enter your own values; the result updates only when you run the tool.
Use this toolRetirement Savings Gap
Unfunded target = target retirement balance minus current savings; no growth assumption. Enter your own values; the result updates only when you run the tool.
Use this tool401(k) Contribution Planner
Estimate contributions using your plan match; statutory limits and eligibility are not evaluated. Enter your own values; the result updates only when you run the tool.
Use this toolIRA Contribution Planner
Spread your chosen remaining contribution target across remaining months; verify eligibility and limits separately. Enter your own values; the result updates only when you run the tool.
Use this toolInvestment Fee Calculator
Annual fee estimate = current balance × annual fee percentage; ignores balance changes. Enter your own values; the result updates only when you run the tool.
Use this toolInvestment Loss Recovery
Gain needed to recover a percentage loss = loss / (100 − loss) × 100. Enter your own values; the result updates only when you run the tool.
Use this toolSavings Duration Calculator
Whole months needed to reach a goal with no interest. Enter your own values; the result updates only when you run the tool.
Use this tool