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Lump Sum Investment Calculator

Future value of a one-time lump sum investment compounded annually or monthly, with the total gain.

Enter values

Results update as you type.

Result

Future value

$330,038.69

Total contributed
$100,000.00
Total growth / interest
$230,038.69
Growth as % of contributions
230.04%

Growth by year

YearTotal contributedTotal growthBalance
Year 1100,00012,682.5112,682.5
Year 2100,00026,973.46126,973.46
Year 3100,00043,076.88143,076.88
Year 4100,00061,222.61161,222.61
Year 5100,00081,669.67181,669.67
Year 6100,000104,709.93204,709.93
Year 7100,000130,672.27230,672.27
Year 8100,000159,927.29259,927.29
Year 9100,000192,892.58292,892.58
Year 10100,000230,038.69330,038.69

Illustration only. Real investment returns vary and are not guaranteed.

About the Lump Sum Investment Calculator

Future value of a one-time lump sum investment compounded annually or monthly, with the total gain.

Also known as: one time investment, lumpsum calculator, single investment growth.

How to use this calculator

  1. Enter initial investment, expected annual return, years, compounding.
  2. The result updates instantly as you type — press Calculate (or Enter) at any time.
  3. Review the breakdown shown under the main result.
  4. Use Copy result or Share to save the answer or send a link with your inputs.

Formula

FV = P(1 + r)ⁿ + PMT·((1 + r)ⁿ − 1)/r (monthly periods)
P
= initial amount
PMT
= monthly contribution
r
= monthly rate
n
= months

Worked example

Using the values pre-filled in the calculator above:

  • Initial investment = 100,000
  • Expected annual return = 12 %
  • Years = 10
  • Compounding: Monthly

the calculator returns:

  • Future value: 330,038.69
  • Total contributed: 100,000
  • Total growth / interest: 230,038.69
  • Growth as % of contributions: 230.04%