Investment
Required Return Calculator

Questions and feedback

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Calculator

Starting Amount

Target Amount

Time Frame

years

Compound Frequency

Additional Contribution

Contribution Frequency

Monthly

Yearly

Contribution Timing

Beginning of Period

End of Period

Results

Required Return Rate

About

Investment Required Return Calculator

Calculate the required annual return rate needed to reach your target investment amount given your starting amount, time frame, and regular contribution schedule. This calculator helps you determine if your investment goals are realistic given expected market returns.

The calculator uses iterative calculations to find the precise return rate required to meet your target. You can specify whether contributions are made at the beginning or end of each period, and choose between monthly or yearly contribution schedules.

Use this tool to assess the feasibility of your investment goals and adjust your strategy accordingly. If the required return rate is significantly higher than historical market averages, consider extending your time frame or increasing your contributions.

Educational only

The information provided by this application is for educational purposes only and should not be considered as financial advice. Always do your own research and consult with a financial advisor before making any investment decisions.