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Calculators


Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

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Reaching Your Investment Goal Calculator
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At a given rate of return, how long will it take for your portfolio to reach a specific amount? Saving more can help, but just how much of a difference would additional savings make?




Additional amounts invested are assumed to be made at the end of each month (for monthly contributions) or year (for annual contributions).

Earnings are compounded monthly.

This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.

This is a hypothetical example, intended for illustration purposes only; it does not reflect the performance of any specific investment or portfolio.

Reaching Your Investment Goal Calculator Charts

Based on the above information, your portfolio would be expected to reach $100,000 in approximately 11 years if you make additional monthly contributions of $500 and you achieve your anticipated rate of return.

If your portfolio grows at exactly 6% per year, making additional monthly contributions of $500 will reduce the amount of time it takes to reach your accumulation goal by 40 years.



    Assumptions

  • Additional amounts invested are assumed to be made at the end of each month (for monthly contributions) or year (for annual contributions).
  • Earnings are compounded monthly.
  • This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.
  • This calculator assumes that no withdrawals are made from the investment portfolio.
Note: This is a hypothetical example and is not intended to reflect the performance of a specific investment, nor is it an estimate or guarantee of any future value. Investment fees and expenses have not been deducted. If they had been, the results would have been lower. When making an investment decision, investors should consider their personal investment horizons and income tax brackets, both current and anticipated. It is also important to note that this illustration assumes a fixed annual rate of return; the rate of return on your actual investment portfolio will be different, and will vary over time, according to actual market performance. This is particularly true for long-term investments. It is important to note that investments offering the potential for higher rates of return also involve a higher degree of risk to principal. All investments are subject to market fluctuation, risk, and loss of principal.
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 IMPORTANT DISCLOSURES

CoreCap Investments, Inc., is a member of FINRA/SIPC and does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.

This website does not constitute an offer to sell or a solicitation of offers to purchase or sell securities in any jurisdiction in which CoreCap Investments, Inc., is not registered as a broker-dealer.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Further, nothing on this site is intended to be, or to be relied upon as, tax, legal, or investment advice. Investors should consult with their own tax, legal, and investment professionals.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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