Annual Rate of Return Calculator

Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.

Methodology

The projections and other information you will see here about the likelihood of various outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. The output of this calculator may vary with each use and over time. The tool does not consider specific securities held by you and does not therefore attempt to predict the future value of any specific securities. This calculator provides analysis based on your input but makes many additional assumptions.

Securities distributed by Sammons Financial Network®, LLC., member FINRA. Sammons Institutional Group®, Inc. provides administrative services. Sammons Financial Network®, LLC., and Sammons Institutional Group®, Inc. are wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® is a division of Sammons Institutional Group®, Inc.

NOT FDIC/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.