Inputs
$
$
%
%
Final balance
—
Deposited
—
Interest earned
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Real value
—
Deposited
Interest
Real value
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Schwab & others
$
$
Final value
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Total invested
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Total gain
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Avg annual
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Invested
Gains
Down years
| Year | Return | Portfolio value | Total invested | Gain / loss |
|---|
Shared inputs
$
$
Scenario rates
%
%
%
Calculator options
Inflation adjustment
Shows real purchasing power in calculator tab
%
Tax on gains
Deducts tax from interest earned each year
%
Annual contribution growth
Raise monthly contribution each year (salary growth)
%
About
Data sources
Real annual returns sourced from fund records with dividends reinvested. Inception dates from Morningstar. Community picks from r/financialindependence.
Disclaimer
For educational purposes only. Past performance does not guarantee future results. Not financial advice.