Investing & Returns calculators

Choose a task, enter your assumptions and inspect how the result is calculated.

Investing & Returns

SIP Calculator

Project regular monthly investments with an explicit choice of beginning or end-of-month contributions.

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Investing & Returns

ROI & Annualized Return Calculator

Calculate total return and annualized growth for a single starting and ending value.

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Investing & Returns

Present Value Calculator

Discount a single future payment to its value today.

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Investing & Returns

Net Present Value Calculator

Discount a sequence of annual net cash flows and subtract an initial investment made today.

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Investing & Returns

Real Rate of Return

Adjust a nominal effective return for a matching-period inflation assumption.

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Investing & Returns

Step-Up SIP

Project recurring investments when the monthly deposit increases every twelve months.

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Investing & Returns

Investment Fee Drag

Separate direct fees paid from the ending-value difference that includes lost compounding.

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Investing & Returns

Internal Rate of Return

Solve a unique IRR for a conventional investment: an initial outflow followed by nonnegative annual inflows.

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Investing & Returns

Modified Internal Rate of Return

Use explicit financing and reinvestment assumptions instead of treating every cash flow as reinvested at IRR.

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Investing & Returns

Discounted Cash Flow Valuation

Model enterprise and equity value from your own forecast and terminal assumptions.

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Investing & Returns

Investment Payback Period

Compare simple and discounted recovery time for nonnegative annual receipts.

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