Mutual Fund Return Calculator - SolveIt Calculator

Initial Investment ($)

Initial lump sum investment amount

Monthly Contribution ($)

Regular monthly deposits (can be 0)

Investment Period (Years)

Time horizon for your investment

Fund Category

Type of mutual fund (affects expected returns and volatility)

Expected Annual Return Rate (%)

Based on historical performance or fund prospectus

Expense Ratio (%)

Front-Load (%)

Back-Load (%)

Dividend Yield (%)

Expected annual dividend yield

Reinvest Dividends

Automatically reinvest dividends rather than taking as cash

Tax Rate (%)

Your marginal tax rate for dividends and capital gains

Enter your investment details in the form on the left to calculate returns.