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Understand the method before using any result. The details below describe the purpose and assumptions for this tool.
How the lumpsum calculator works
The lumpsum calculator helps you estimate results using the assumptions and values you provide. Review the formula and example before relying on the result.
Formula and assumptions
Future value = present investment × (1 + annual return) ^ years, assuming annual compounding.
Example
A lump-sum investment is projected forward using the annual return assumption you enter.
Important information
Results depend on the values, jurisdiction, date and assumptions you enter. Financial products, tax rules and medical recommendations may vary by location and change over time. Verify critical results with reliable sources.