Investment fees impact
Compare two management fee levels and see how much capital and profit fees take over the long run.
Open calculatorCompound interest
Calculates the future value of an initial balance plus optional monthly deposits at a steady nominal annual return. The simulation runs month by month: interest accrues every month on the balance and is credited (compounded) at the chosen frequency — the same rule applies to the starting amount and to the deposits. Each deposit arrives at the end of its month.
Initial capital invested at the very start.
Nominal annual interest rate or expected return in percent.
%
Number of years your money compounds.
How often accrued interest is credited to the balance and starts earning itself. Applies to the starting amount and the monthly deposits alike — with yearly compounding, deposits earn simple interest until the end of the year.
Fixed amount added at the end of every month on top of the starting balance (0 = lump sum only).
Future value
47,526.55
Total principal deposited
34,000
Total interest earned
13,526.55
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Educational estimate only. Not medical, tax, legal or financial advice.