Investor Resources / Investment ROI Calculator
Explore the effect
of reinvesting.
Adjust your assumptions to compare taking distributions with monthly reinvestment. This is an illustration, not a fund forecast.
The 8% default is a user-editable illustration, not a statement of current returns. No additional contributions, taxes, fees, or losses are modelled. Actual results may be lower or negative.
Total value including cash income
Total return
Average Annual ROI
Blue: total value including cash distributions. Dashed green: initial investment.
Average Annual ROI = total percentage return ÷ years invested, as requested in the brief. It is an arithmetic average, not a compound annual growth rate. For DRIP: P × (1 + r/12)^(12 × years). Without DRIP: P + P × r × years, including distributions taken as cash.