Measure investment gain, total return and annualized return while accounting for contributions, withdrawals and cash distributions.
Use current balances, rates, payments, income, costs, or tax figures that match the scenario. The investment return tool uses those values to produce an estimate you can compare and plan around.
Enter Beginning value, Ending value, Contributions added, Withdrawals, and the other fields shown. Measure investment gain, total return and annualized return while accounting for contributions, withdrawals and cash distributions.
The result shows measure investment gain, total return and annualized return while accounting for contributions, withdrawals and cash distributions.
Results are estimates based on the values entered. Review the Methodology and Calculator Disclaimer for important limitations.