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Mutual Fund Calculator

Investing & Markets

Calculate the future value of a mutual fund investment, either as a lump sum or as regular monthly contributions.

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USD
$0.00$1,000,000,000.00
USD
$0.00$10,000,000.00
%
-50%100%
years
0.1 years100 years

Future Value

$21,589.25

The projected value of your mutual fund investment at the end of the period.

USD

Total Amount Contributed

$10,000.00

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Odeh Ahwal

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Odeh Ahwal
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Frequently Asked Questions

What is the difference between a lump sum and monthly contributions?

A lump sum invests the full amount immediately, giving it the most time to compound. Monthly contributions (systematic investing) spread your investment out over time, which can smooth out the effect of market timing.

How does this calculator handle monthly contributions?

It compounds monthly contributions as an annuity-due, meaning each months contribution is assumed to be invested at the start of that month, which is the common convention for systematic investment plans.

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