Investment Return Calculator
Project the future value of an investment, accounting for regular contributions and fees.
Projected value (after fees)
$243,796
Net value
$243,796
Contributed
$101,000
Growth
$142,796
Lost to fees
$16,446
| Total contributions | $101,000 |
| Investment growth (net of fees) | $142,796 |
| Estimated lost to fees | -$16,446 |
| Projected value | $243,796 |
This calculator provides estimates for general information only and should not be considered financial, tax or legal advice. Check official Australian Government sources for current rates and rules.
How the Investment return calculator works
This calculator projects your investment’s future value using your expected gross annual return, then separately projects the same figure using your return minus fees, so you can see exactly how much ongoing fees are likely to cost you over time.
Investment returns are never guaranteed and vary significantly year to year — this tool illustrates the effect of a constant assumed rate, not a forecast. Always compare a fund’s actual, published fees before investing.
Frequently asked questions
Ongoing fees (like a fund's management expense ratio) reduce your net return each year. This calculator deducts your fee percentage from the gross return you enter, showing the difference fees make over time.