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Lumpsum calculator
Estimate what a one-time investment could grow to. Enter the amount, the annual return you want to assume and the number of years.
Estimated value
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- Amount invested
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- Estimated returns
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- Total value
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How it is calculated
FV = P × (1 + r)t
where P is the amount invested, r is the annual return ÷ 100 and t is the number of years. Returns are compounded once a year.
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This calculator is an educational illustration only and is not financial advice. The return you enter is an assumption, not a forecast. Mutual fund investments are subject to market risks and actual returns will vary.