Author Topic: Calculators to figure fund investment returns over x years?  (Read 604 times)

RusticBohemian

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Calculators to figure fund investment returns over x years?
« on: November 27, 2018, 02:58:25 PM »
Is there a calculator that will spit out investment return data from a selected fund, money amount, and specific initial investment year?

I'd like to be able to take a fund (Vanguard total stock market index fund, for instance) and see what my returns would be if I put X dollars in in X year.


jacoavluha

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Re: Calculators to figure fund investment returns over x years?
« Reply #1 on: November 27, 2018, 03:42:25 PM »
https://dqydj.com/sp-500-periodic-reinvestment-calculator-dividends/

It's not a specific fund and not total market but return wise it's going to be darn close

MustacheAndaHalf

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Re: Calculators to figure fund investment returns over x years?
« Reply #2 on: November 27, 2018, 09:51:29 PM »
https://www.portfoliovisualizer.com/

Besides the simple example of one investment and x years, you can specify multiple investments, how much you contribute each year, and how often you rebalance.

MDM

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Re: Calculators to figure fund investment returns over x years?
« Reply #3 on: November 28, 2018, 08:27:10 AM »
Is there a calculator that will spit out investment return data from a selected fund, money amount, and specific initial investment year?

I'd like to be able to take a fund (Vanguard total stock market index fund, for instance) and see what my returns would be if I put X dollars in in X year.
If by "would be" you mean "would have been" then see also How to use Morningstar growth charts.