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Green Mountain Financial Services Inc.

Rate of Return Calculator

Investment Planning Tool

Rate of Return & ROI Calculator

Measure your investment gain or loss, estimate your annualized return, compare it with inflation and a benchmark, and explore possible future scenarios.

Enter Your Investment Details

Enter your starting value, ending value, investment period, contribution pattern, inflation assumption, and comparison benchmark.

$
Enter the amount originally invested.
$
Enter the amount added at the end of each year.
$
Enter the current market value or final withdrawal value.
years
%
Used to estimate your inflation-adjusted real return.
%
Enter an appropriate comparison rate for the same period and risk level.
Your investment results

Performance Snapshot

Positive return
Estimated annualized return
5.58%
Estimated money-weighted annual return based on the values, timing, and contributions entered.
What this result means: The annualized return estimates the average yearly rate required to produce the ending value after considering contribution timing. It differs from simple overall ROI, which does not fully reflect when contributions were made.
Total invested
$60,000
Investment gain
$18,000
Overall ROI
30.00%
Growth multiple
1.30×
Nominal return
5.58%
Estimated real return
3.00%
Versus benchmark
-0.42%

Investment Health Indicator

On Track
★★★★☆
Your return is currently above the inflation assumption entered. Review whether the result remains appropriate for your risk level, goals, fees, and time horizon.
Ending value composition $78,000
Contributions Investment growth
Your ending value is higher than the total amount invested, resulting in a positive overall investment return.

Explore a Future “What-If” Scenario

Use your current ending value as the starting point and see how a different contribution, time period, and target return could affect future growth.

$
years
%
Projected future value
$192,000

Based on the current ending balance, annual contributions, the additional period entered, and the target annual return.

Would You Like a Professional Review of These Results?

A complete review can help assess whether your return, risk level, account structure, fees, tax efficiency, diversification, and investment strategy remain aligned with your financial goals.

Schedule My Investment Strategy Review →
This calculator is provided for general educational and illustrative purposes only. Results are estimates and do not represent investment, tax, legal, or accounting advice. Contributions are assumed to occur at the end of each selected period. Benchmarks should reflect a comparable time period, asset mix, and risk level. Actual investment performance may differ.
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Interactive Investment Tool

Rate of Return Calculator

Measure your overall ROI, annualized return, inflation-adjusted real return, benchmark comparison, and future scenarios—so you can better understand how your investments have truly performed over time.

📈 Annualized Return 💰 Real Return 📊 Benchmark 🔮 Future Scenarios
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