What you provide
What you provide
- Initial amount invested
- A cautious expected-return assumption
- Annual fee and investment horizon
INVESTING / ONE-TIME AMOUNT
Lumpsum Investment Calculator
Project how one investment could grow over time after subtracting an annual fee assumption.
- 01 Calculated in this tab
- 02 Values stay in this browser tab
- 03 Use boundary
Use boundary
Calculation path
The calculator subtracts the entered annual fee from the return assumption, then compounds the one-time amount once per year for the selected period.
Calculation path
Projected value = investment x (1 + expected annual return - annual fee)^years.
What you receive
What you receive
- Projected value
- Invested amount versus projected growth
- Net annual assumption used
Use boundary
Choose the maximum decimal places shown. This does not increase source accuracy.
Actual investments can rise or fall. This scenario excludes taxes, additional cash flows, exit costs, and changing returns.
Reviewed reference factors