Investment Return Calculator

By investing regularly (DCA - Dollar Cost Averaging), you are less affected by market fluctuations. By investing a fixed amount each month, you sometimes buy low and sometimes buy high, lowering your average cost. Compound returns create significant accumulations over the long term.

Total portfolio value is found by adding the compound growth of the initial investment and the future value of monthly contributions. Total Return = Portfolio Value - Amount Invested.

Compound return means your earnings also generate returns. For example, with a 25% annual return over 10 years, your money reaches far more than 3.5 times due to the compound effect. This is why starting early makes a big difference.