Welcome to the Calculators section at Of Dollars And Data! This is your go-to hub for understanding the ins and outs of investment return and performance.
If you found these tools helpful, make your life easier by bookmarking them for future reference. And, if you have any further questions, don’t hesitate to contact me.
- S&P 500 Historical Return Calculator [With Dividends]
- Use-case: Calculate the performance of a single investment into U.S. stocks anytime going back to 1871.
- Output: Nominal and inflation-adjusted price and total return (with reinvested dividends) on a percentage and dollar growth basis.
- S&P 500 DCA Calculator
- Use-case: Calculate the performance of a series of monthly investments (DCA) into U.S. stocks anytime going back to 1871.
- Output: Nominal and inflation-adjusted total dollar growth (with reinvested dividends) and the internal rate of return for all the investments.
- Investment Return Calculator
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- Use-case: Estimate your future investment savings based on how much you have saved now, your future monthly contributions, and your expected annual return.
- Output: Total contributions and estimated investment savings amount by age until retirement.
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- U.S. Stock/Bond Historical Return Calculator
- Use-case: Calculate the performance of a single investment into a U.S. stock/U.S. bond portfolio anytime going back to 1871. You can change the portfolio from 100/0 (100% stocks/0% bonds) to 0/100 (0% stocks/100% bonds) and everything in between.
- Output: Nominal and inflation-adjusted total return (with reinvested dividends) on a percentage and dollar growth basis.
