Mutual Fund Calculator

The mutual fund calculator can be used to estimate the ending balance and net return of mutual funds. It can also calculate the internal rate of return (IRR) after accounting for charges and fees.
Modify the values and click the Calculate button to use
Initial investment
Annual contribution
Monthly contribution
Rate of return
% /year
Holding length
years
months
Sales charge
%
Deferred sales
charge
%
Operating
expenses
% /year
Results

save
Initial investment
Total contributions
Fees and charges
Net return