Planning tool
Investment return
See how an investment you already made is performing — its return so far, after inflation, and against an alternative.
Investment return looks back at an investment you already made: what it has returned a year, how that compares with inflation, and how it compares with an alternative you name. To project money forward, use Compound interest.
Nothing you enter here is stored.
Your investment
What you originally put in.
US DollarWhat the investment is worth today.
US DollarHow long you've held it so far.
The average inflation over the period, used to show your return in today's money.
What an alternative would have returned over the same period — e.g. a savings account ≈ 4%, the S&P 500 ≈ 10%.
Strong result — you beat inflation and your benchmark
Your money grew 1.80× at 12.5%/yr — about 9.2%/yr after inflation, and 2.5%/yr ahead of the 10% benchmark.
Annualised return
12.5%
Per year (CAGR)
Real return
9.2%
Per year, after 3% inflation
Total gain
+$8,000.00
80% total return
vs. benchmark
+2.5%
Per year, vs a 10% alternative
How it has performed
Over the period you've held it
- Your investment
- Benchmark
- Inflation hurdle
This looks back at how an investment you already made has performed — it is not a forecast. The benchmark and inflation lines show what the same money would have done over the same period, assuming steady compounding. Past performance is not a guarantee of future results.
Bring it all into one place.
Every currency you use and everyone in your household, in one place that's yours.
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