Return on Exchange Traded Fund Calculator

Calculate the return on your Exchange Traded Fund (ETF) investment based on initial investment, periodic contributions, and final value.

Input Parameters

Calculation Results

Calculation Formula

Total Value = Initial Investment × (1 + Annual Return Rate)^Years + Monthly Contribution × [(1 + Annual Return Rate)^Years - 1]/Annual Return Rate

Where:
Initial Investment: The amount initially invested in the ETF
Annual Return Rate: The expected annual return percentage
Years: The investment period in years
Monthly Contribution: The amount added to the investment each month

Total Investment Amount:

$0.00

Total Return:

$0.00

Total Value:

$0.00

Return on Exchange Traded Fund Calculator Calculator Usage Guide

Learn how to use the Return on Exchange Traded Fund Calculator calculator and its working principles

How to Use the Calculator

  1. Enter your initial investment amount in the "Initial Investment" field.
  2. Enter the monthly contribution amount in the "Monthly Contribution" field.
  3. Specify the investment period in years in the "Investment Period" field.
  4. Enter the expected annual return rate in the "Annual Return Rate" field.
  5. Click the "Calculate" button to compute the total investment amount, total return, and total value of your ETF investment.

Understanding the Formula

The calculator uses the following formula to calculate the total value of your ETF investment:

Total Value = Initial Investment × (1 + Annual Return Rate)^Years + Monthly Contribution × [(1 + Annual Return Rate)^Years - 1]/Annual Return Rate

This formula accounts for both the initial investment and any periodic contributions, compounding the returns over the specified investment period.

Example

For example, if you invest $10,000 initially, contribute $500 each month for 10 years, and expect an annual return rate of 7%, the calculator will show the total investment amount, total return, and total value of your ETF investment after 10 years.