Financial Goal Calculator

Your
Goal$
Initial
Capital$
Monthly
Invested$
ROI
%
Year
Investment
Gain$

Example : College Fund - Five different ways to invest and achieve the $50,000 College Fund

Based on historical data, we used

  1. 3% (Bank Deposit),
  2. 5% (T-bill),
  3. 7% (T-bond),
  4. 11% (Common Stock), and
  5. 15% (Growth Stock)
    for comparison purposes.
  Input Output
  Your
Goal$
Initial
Capital$
Monthly
Invested$
Return on
Investment
(ROI) %
Years to
Achieve
Your Goal
Investment
Gain$
1 50000 5000 500 3 6.66 5325.08
2 50000 5000 500 5 6.16 8035.37
3 50000 5000 500 7 5.83 10586.18
4 50000 5000 500 11 5.16 14299.66
5 50000 5000 500 15 4.66 17225.53

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