Lump-sum and regular investing model

Shows growth of a lump sum and monthly contributions at a return you enter.

The result is not a return forecast for any fund nor a suitability assessment. You enter the return; model values are illustration only.

Illustration

Lump sum (€)

Monthly contribution (€)

Horizon (years)

Assumed annual return (%)

Calculate

Formula: monthly rate i = (1+r)^(1/12) − 1; V = S·(1+i)^m + P·((1+i)^m − 1)/i, m = 12·n, contributions at month end. No fees, tax or inflation.