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Help with "Expected annual rate of return"

Expected annual rate of return is the return you expect to receive on your investment going forward. It tells you the overall profit you might expect – either as income (interest or dividends), or as capital gains (or losses).

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Help with "Expected inflation rate"

The expected inflation rate is the anticipated rise in cost of the general level of prices of goods and services in an economy over a period of time.

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Help with "Expected annual rate of return"

Expected annual rate of return is the return you expect to receive on your investment going forward. It tells you the overall profit you might expect – either as income (interest or dividends), or as capital gains (or losses).

%

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Help with "Original expected annual rate of return"

The annual rate of return you expected to make before the market downturn. Expected annual rate of return tells you the overall profit you might expect – either as income (interest or dividends), or as capital gains (or losses).

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Help with "Additional contribution amount and frequency"

These contributions are in addition to the contributions you entered on the Recovering your money tab.

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Results:

Original investment:

25,000

Recovered within:

10 years

Adjusted for inflation, your original investment of $25,000 will be recovered within 10 years if the investment return is 5.00%. If your investment does better than estimated and you receive 6.00% return, your original investment will be recovered in 9 years. However, if the investment does not perform as planned and you receive 4.00% return, your original investment will be recovered in 11 years.

+ WHY THE RIGHT ASSET MIX IS IMPORTANT.
  • Initial investment amount
  • Current market value
  • Comeback year
YEAR CURRENT INVESTMENT AMOUNT
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
0 $0,000,000.00
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Any results or calculations displayed on this site are made available for information purposes only, and do not constitute financial or legal advice. By using this calculator, you agree to our Website and Social Media Terms of Use and Privacy Policy .

Assumptions

1. For the purpose of this calculation, we assume that your investment earns interest income that compounds annually at the beginning of the current month. Inflation is calculated monthly up to the current month, but after that calculations are annual starting with the current date. Your investment value is calculated annually, with any contributions applied immediately at the beginning of the month that you made them.

2. The expected inflation rate is the anticipated rise in the price of goods and services over a period of time. As prices increase, your money buys less. This is your money’s purchasing power. By including the rate of inflation, this calculator is designed to help you reach the original purchasing power of your investment. Learn more about inflation .

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