Present Value of Annuity Calculator
Compute the present value of a series of equal periodic payments to be received in the future, at a chosen discount rate...
Calculators and explainers tagged under Investing.
Compute the present value of a series of equal periodic payments to be received in the future, at a chosen discount rate...
Compute how many years it takes for the cost drag of a high-fee mutual fund to outweigh its (assumed) higher gross retur...
Work out how much you need to save each month to reach a savings goal by a target date — assuming a steady interest rate...
Calculate the cash-on-cash return of a leveraged real-estate deal: annual pre-tax cash flow divided by total cash invest...
Estimate the years it takes for an investment to triple at a given annual return using the rule of 115 (years ≈ 115 / ra...
Find the internal rate of return — the discount rate at which the net present value of a project equals zero.
Calculate what a bond is worth today by discounting its coupon payments and face value at the prevailing market yield.
Project investment growth with regular contributions, any compounding frequency, and adjustable rate.
Convert a nominal interest rate and compounding frequency into the effective annual percentage yield.
Compute the expected return on an asset using the Capital Asset Pricing Model: E(R) = Rf + β · (Rm − Rf).
Compute the annual dividend yield of a stock as the ratio of the annual dividend per share to the current share price.
Compute the cap rate of a rental — the unlevered annual return — by dividing net operating income by purchase price.
Convert a nominal annual rate compounded m times per year into the effective annual rate (EAR) you actually earn or pay.
Compute the Sharpe ratio of a portfolio = (portfolio return − risk-free rate) / standard deviation of portfolio returns.
Calculate return on investment, annualized ROI, and net gain from initial cost and ending value.
Calculates compound annual growth rate (CAGR) from starting value, ending value, and number of years.
Compute the tax dollars saved when you realise an investment loss to offset capital gains and (up to $3,000/year) ordina...
Compute the future value of a series of equal periodic contributions earning a constant rate.
The same $250 a month looks unremarkable for a decade and then suddenly dominates the chart. Here is why compounding behaves that way.