What an investment in any US stock or ETF in any past month would be worth today, vs the S&P 500.
ticker lookup Real prices · dividends reinvested · monthly additions
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What an investment in any US stock or ETF in any past month would be worth today, vs the S&P 500.
ticker lookup Real prices · dividends reinvested · monthly additions
How a starting amount and monthly savings grow over time, after fees, tax drag and inflation.
Chart · year-by-year table · fees and inflation
What an amount from any year or month since 1913 is worth in another, from official US CPI data.
Since 1913 · average rate · inflation by year
Total return, price return and the part added by dividends for any stock or ETF between two months.
ticker lookup Annual rates · yearly returns
The return of any US stock or ETF after inflation between two months, in total and per year.
ticker lookup Before vs after inflation · real return by year
How a mix of up to 10 stocks and ETFs would have done: return, volatility and worst drawdown.
ticker lookup Rebalancing · yearly returns · vs SPY
Your annual return from start and end values, or from dated deposits and withdrawals (XIRR).
ticker lookup CAGR · IRR / XIRR · vs inflation and a benchmark
Profit or loss, return, break-even price and tax on a stock trade, including commissions.
ticker lookup Annual return · short vs long-term tax
Yearly and monthly dividend income from your stocks and ETFs, with a month-by-month calendar.
ticker lookup Portfolio yield · 5-year growth · payment months
Future dividend income, yield on cost and how much reinvesting dividends adds.
ticker lookup DRIP vs cash · yield on cost · dividend tax
Fair value of a dividend stock with the Gordon growth or two-stage model, and the growth priced in.
ticker lookup Sensitivity table · implied growth
Benjamin Graham’s fair value from earnings and book value, with the margin of safety and his tests.
ticker lookup Growth formula · P/E and P/B tests
Your new average cost after buying more shares, or the shares needed to reach a target average.
ticker lookup Break-even rise · target average · price lookup
Yield to maturity, current yield, yield to call and duration from a bond’s price, coupon and maturity.
Price at other yields · duration
Investing all at once versus spreading it out, in steady, crash and volatile markets.
4 market paths · break-even return
How long money takes to double, triple or quadruple, with the exact figure alongside.
Rules of 72, 114 and 144 · inflation halving
How far your portfolio has drifted from its target mix and the trades that bring it back.
Drift bands · buy and sell amounts · tax estimate
What things will cost in the future and how much of its value your money loses.
Future cost · purchasing power · real return
Whether your pay kept up with prices: an old salary in today’s money and your real raise.
Real change · raise needed · since 1913
How cash in a money market fund or earning nothing did against inflation, month by month since 1954.
ticker lookup Real Fed funds rates · vs a stock or ETF
The federal funds rate since 1954, today’s target range and every Fed hike and cut since 1982.
Chart · hiking and cutting cycles
The month your savings reach $1 million, and what $1 million will be worth by then.
Date to target · levers that change it
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