Investing Calculators
Project SIP, step-up SIP or lumpsum growth, plan SWP withdrawals, or measure past returns with CAGR and IRR. Projections use the return rate you enter, so treat them as scenarios rather than forecasts.
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14 tools457 Plan Calculator
Project a 457(b) balance using employee and employer deposits, age-based contribution caps, fees and inflation.
Open calculatorBond Price Calculator
Estimate a fixed-coupon bond’s coupon-date price or nominal annual yield from its face value, coupon and remaining payments.
Open calculatorCAGR Calculator
Calculate annualized growth, or solve a starting value, ending value or period from a supplied annual rate.
Open calculatorDividend Yield Calculator
Calculate annualized dividend yield, yield on cost, and gross income from a per-share payment and payment frequency.
Open calculatorInternal Rate of Return Calculator
Solve the annual IRR for one initial investment followed by nonnegative yearly cash inflows, with a unique-root cash-flow model.
Open calculatorInvestment Fee Calculator
Compare how two annual fee rates affect the same investment over time.
Open calculatorInvestment Growth Calculator
Project annual investment growth or find contributions needed for a future goal.
Open calculatorLumpsum Investment Calculator
Project one investment or find the initial lump sum needed for a future target.
Open calculatorNet Present Value Calculator
Discount annual net cash flows and subtract an initial investment to calculate NPV and the present value of future cash flows.
Open calculatorRetirement Corpus Calculator
Estimate a retirement fund from monthly or annual expenses and an optional ending reserve.
Open calculatorSIP Calculator
Project monthly SIP growth or find contributions needed for an investment goal.
Open calculatorStep-Up SIP Calculator
Compare fixed SIPs with percentage or fixed-amount annual increases and an optional monthly cap.
Open calculatorSWP Calculator
Model fixed or annually increasing monthly withdrawals, fund depletion and unpaid planned payouts.
Open calculatorTax Equivalent Yield Calculator
Compare a tax-exempt yield with a taxable yield after applying an entered marginal income tax rate to the taxable interest.
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