Portfolio Growth Calculator — Adams Wealth Partners

Step One

Your Numbers

1Portfolio Setup

Starting Balance ?How much you're investing today. This is your initial portfolio value. $50,000

Time Horizon ?How many years you plan to stay invested. 20 yrs

Monthly Contribution ?How much you add each month. Even small regular contributions make a huge difference over time. $500/mo

Advanced Settings

Contribution Frequency ?How often you add money.

Annual Contribution Increase ?Increase contributions each year by this % — simulates salary growth.

Expense Ratio / Annual Fees ?The annual fee charged by the fund. Index ETFs typically charge 0.03–0.20%.

Compounding Frequency ?How often returns compound. Monthly is standard.

2Pick an Index or Portfolio

Select what you're investing in. The number shown is the historical average annual return.

Step Two

Return Mode

3How Should Returns Behave? Variable Returns

📏 Flat Rate — Simple & CleanUses the same average return every single year. Classic approach — use as your baseline, then switch modes to see how variability changes your outcome.

Your Results

Projection Summary

Projected Portfolio Value

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after 20 years

Enter your information above to see your personalized projection.

4Your Results

📋 Year-by-Year Breakdown

💡 Hover any row for details. Green = up years, red = down years. 5-year marks are bolded.