Investment
How it works:
Lump Sum
is the amount that you have available or already invested in an investment channel.Monthly Contribution
is the recurring amount you are contributing for the channel.Dividend
is the rate of return you would assume for every year (in reality would fluctuate every year).Years
is how many years to observe the investment (limits to 100 years).- In the results,
Contribution
is the yearly contribution. Capital
is the accumulated contribution for the period.Principal
is the current value subject to compounding.Return (Y)
is the yearly amount of return made from compounding.Return (T)
is the total amount of return made from compounding.Current Value
is the current value of your investment after compounding as of corresponding period.ROI [A]
is the annualized return on investment as of corresponding period.
Formula used:
Future Value of a sum and annuity due