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Investment calculator
Estimate a DCA investment balance from an initial investment, monthly contribution, expected annual return, and investment period.
How to read these results
These values are calculated from your current inputs. Check the input units and this calculator’s stated assumptions or included scope alongside the results.
Primary result: Estimated ending balance
Supporting value: Total invested
Use the result for your next decision
Compare the primary result with your target or another option, then change only the conditions you want to test and recalculate. Before acting, also check the calculator-specific guidance and applicable conditions.
Keep up to three calculated result snapshots only for this page session and compare them with the current result. Inputs, URLs, and browser storage are not used.
Shares only the calculator name and displayed result summary. Inputs and URLs are not included or stored.
Uses your browser’s print feature without uploading or automatically saving your inputs or results.
Assumes equal contributions at the end of each month and a constant return.
The annual return is converted to a monthly rate, then the initial investment and month-end contributions are compounded monthly.
Taxes, fees, FX, and market volatility are excluded. The estimate does not guarantee future returns.