Investment Calculator

Project the future value of investments with inflation-adjusted returns.

Inputs

$
$
%
%

Results

Future Value (Nominal)
$343,778.24
Inflation-Adjusted Value
$190,341.67
In today's purchasing power
Total Invested
$130,000.00
Total Growth
$213,778.24

Formula

FV = PV(1+r)^n + PMT × [(1+r)^n - 1] / r

Where PV = initial investment, r = monthly rate, n = total months, PMT = monthly contribution. Inflation adjustment divides the nominal future value by (1 + inflation)^years.

Worked Example

Initial Investment: $10,000 Monthly Contribution: $500 Annual Return: 8% Time: 20 years Inflation: 3% Nominal Future Value: ~$344,000 Total Invested: $130,000 Inflation-Adjusted Value: ~$190,000

When to Use This Calculator

Use this calculator to project long-term investment growth. It is well suited for retirement planning, college savings, or any scenario where you want to understand the real (inflation-adjusted) value of future wealth.

Important Assumptions

  • Returns are constant and compounded monthly.
  • Contributions are made at the same time each month.
  • Inflation rate is constant over the entire period.
  • No taxes, fees, or withdrawals.

Common Mistakes to Avoid

  • Using nominal returns without considering inflation can overstate purchasing power.
  • Past returns do not guarantee future performance.
  • Ignoring investment fees, which can significantly reduce long-term returns.

Frequently Asked Questions

What is inflation-adjusted value?

Inflation-adjusted value shows what your future money would be worth in today's purchasing power. $100,000 in 20 years will buy less than $100,000 today.

What annual return should I use?

Historical stock market returns have averaged roughly 7-10% nominally. Use conservative estimates for planning. The calculator does not endorse any specific expected return.

Does this account for taxes?

No. Returns shown are pre-tax. Actual returns depend on your account type and tax situation.

Related Calculators

Methodology: This calculator uses standard financial formulas documented above. All calculation engines are unit-tested for accuracy.View full methodology
Disclaimer: This calculator provides estimates for educational purposes only. Results do not constitute financial advice.Full disclaimer