Estimate how a one-time investment grew over time, including ending value, profit, ROI, CAGR, dividends, fees, and inflation-adjusted return.
Starting amount:
The one-time amount originally invested.
Total ending value:
Ending value plus income, minus fees if selected.
Profit:
Total ending value minus the starting lump sum.
CAGR:
The annualized return over the number of years held.
A lump sum return calculator helps measure how a single investment performed over time without adding recurring contributions.
It is useful for stocks, ETFs, crypto, index funds, retirement accounts, historical examples, and “what if I invested” scenarios.
A lump sum investment is a one-time investment made upfront instead of recurring monthly or yearly contributions.
CAGR means compound annual growth rate. It estimates the annual return needed to grow from the starting amount to the ending value.
Only if you enter a tax rate and check “show after-tax return.” This is a simple estimate, not a tax calculator.
Yes. This calculator works for any lump sum investment where you know the starting amount and ending value.