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Investing & return calculators

Compound interest, CAGR, ROI, NPV, rental yield, dividend yield, real return, Belka tax and FIRE target portfolio.

Calculate annual gross and net rental yield from property purchase price, monthly rent, vacancy rate and running costs.

Future value of a starting lump sum plus optional monthly contributions with compound growth.

Compare two management fee levels and see how much capital and profit fees take over the long run.

Calculate the steady compound annual growth rate (CAGR) that takes a starting value to an ending value over N years.

Calculate total percentage return on investment (ROI) and the annualised return over your holding period.

Calculate how many years it takes for an annual saving or cash inflow to pay back an upfront investment.

Calculate what percentage of your monthly take-home income you set aside and your total annual savings.

Calculate your target financial-independence portfolio from annual spending and safe withdrawal rate, plus years to reach it.

Calculate dividend yield (%) and annual gross dividend cashflow from share price, annual dividend per share and share count.

Estimate how many years it takes for a lump sum to double at a constant annual rate of return.

Calculate your true inflation-adjusted annual return from a nominal return and inflation rate.

Calculate the net present value (NPV) of a constant annual cash inflow minus an upfront capital outlay.