See how a starting amount and regular monthly contributions could grow over time under different hypothetical return assumptions.
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Why show multiple scenarios? Your selected return is only a hypothetical assumption. We also show a lower and higher return so you can see how sensitive the projection is to the rate used.
Your projected investment value
Illustrations assume monthly compounding and contributions made at the end of each month.
Your selected assumption
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How your money could grow year by year
The contribution line shows how much you put in. The portfolio line includes both your contributions and hypothetical investment growth.
Projected portfolioYour contributions
Compare two other return assumptions
Lower-return illustration—$0
Higher-return illustration—$0
Selected-return illustration breakdown
Starting amount$0
Total monthly contributions$0
Total invested by you$0
Projected growth$0
Projected total$0
What if you waited 5 years?
Start investing now$0
Start 5 years later$0
Potential difference$0
Uses your selected return assumption and the same contribution assumptions.
What this means
Want to turn the projection into an actual plan?
We can help you review your goal, timeline, account type and investment approach.
For general educational purposes only. All return assumptions shown are hypothetical illustrations and are not guarantees or predictions. Actual returns may be higher or lower, may be negative in some periods, and fees, taxes and account-specific rules are not included.
