Investment Returns

Compound Annual Growth Rate – the average yearly return.

Initial Value

Final Value

Number of Years

CAGR (%)

20.11%

Initial Value = $10,000.00

Final Value = $25,000.00

Number of Years = 5

CAGR = 20.11%

Systematic Investment Plan – monthly contributions with compounding.

Monthly Investment

Annual Return (%)

Number of Years

Total Invested

$60,000.00

Future Value

$116,169.62

Monthly Investment = $500.00

Annual Return = 12%

Number of Years = 10

Total Invested = $60,000.00

Future Value = $116,169.62

Lump sum investment – how much it grows over time.

Lump Sum Investment

Annual Return (%)

Number of Years

Total Profit

$11,589.25

Future Value

$21,589.25

Lump Sum Investment = $10,000.00

Annual Return = 8%

Number of Years = 10

Total Profit = $11,589.25

Future Value = $21,589.25