Investment Goal Calculator
The Investment Goal Calculator helps you to establish an investment plan to achieve your long-term investment objective. By entering the sum you are aiming for, plus other parameters such as time frame, expected rate of return and rate of inflation, you can calculate how much you would need to invest each month to achieve your goal.
Step 1: Enter your requirements
| Cost of your goal in today's money: | $ | |
| Years until you need or want the money for your goal: | ||
| Factor for inflation: | ||
| Expected annual rate of return for your savings: | ||
| Amount you've already saved towards your goal: | $ |
Step 2:
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Step 3: Here is how much you need to save
| Future value of goal amount: | $ | ||
| Annual savings (assuming annual interest): | $ | ||
| Monthly savings (assuming monthly interest): | $ | ||
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Disclaimer
The calculator is for illustration purposes only. It is not a projection and should not be construed as such, as it does not include any charges or expense which may be incurred. The results are estimates based on the user's inputs. Inflation rate and rate of return used are assumed to be constant during the entire investment period. The expected annual rates of returns are re-invested with no withdrawal made. Please consult an investment advisor for consideration of factors specific to you, including your investment goals, timeframe and risk tolerance to develop an appropriate investment plan. The results do not represent the future performance of any Fidelity funds. Fidelity shall not be responsible for any errors or omissions, or for the results obtained form the use of the calculator. Fidelity does not warrant the truth, accuracy, adequacy, reliability, completeness, reasonableness or timeliness of the contents contained in or accessed through the website and expressly disclaims liability for any errors or omissions from, the contents of this website.
The calculator is for illustration purposes only. It is not a projection and should not be construed as such, as it does not include any charges or expense which may be incurred. The results are estimates based on the user's inputs. Inflation rate and rate of return used are assumed to be constant during the entire investment period. The expected annual rates of returns are re-invested with no withdrawal made. Please consult an investment advisor for consideration of factors specific to you, including your investment goals, timeframe and risk tolerance to develop an appropriate investment plan. The results do not represent the future performance of any Fidelity funds. Fidelity shall not be responsible for any errors or omissions, or for the results obtained form the use of the calculator. Fidelity does not warrant the truth, accuracy, adequacy, reliability, completeness, reasonableness or timeliness of the contents contained in or accessed through the website and expressly disclaims liability for any errors or omissions from, the contents of this website.