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The Future Value of Your Portfolio


This calculator enables you to estimate the future value of your portfolio. You can evaluate a lump sum investment, a periodic investment or a combination of both. Enter the data that corresponds with your situation and choose the number of years and the expected annual return of your Portfolio.


Present Futur value
Portfolio Value
Periodic Investment
Frequency (periodic investment)
Number of years
Expected annual return of your Portfolio
Total Future Value of your Portfolio


The information contained herein is based on certain assumptions and is for illustration purposes only. While care is taken in the preparation of this document, no warranty is made as to the accuracy or applicability in any particular case.