Return Calculator
Calculate Historical Stock Returns & Portfolio Growth
Select an asset class, enter your initial investment and annual deposit, and see the results immediately.
Simulation overview
10-year projection comparison
Your inputs for the historical return table
Set your starting capital and annual contribution, then select an asset class.
S&P 500
2016 – 2025| Year | Starting Capital | Contribution | Return % | Return USD | Own Funds | Capital |
|---|---|---|---|---|---|---|
| 2016 | USD 10'000 | USD 6'883 | +11.96% | USD 2'019 | USD 16'883 | USD 18'902 |
| 2017 | USD 18'902 | USD 6'883 | +21.83% | USD 5'629 | USD 23'766 | USD 31'414 |
| 2018 | USD 31'414 | USD 6'883 | -4.38% | USD -1'677 | USD 30'649 | USD 36'620 |
| 2019 | USD 36'620 | USD 6'883 | +31.49% | USD 13'699 | USD 37'532 | USD 57'202 |
| 2020 | USD 57'202 | USD 6'883 | +18.40% | USD 11'792 | USD 44'415 | USD 75'876 |
| 2021 | USD 75'876 | USD 6'883 | +28.71% | USD 23'760 | USD 51'298 | USD 106'519 |
| 2022 | USD 106'519 | USD 6'883 | -18.11% | USD -20'537 | USD 58'181 | USD 92'865 |
| 2023 | USD 92'865 | USD 6'883 | +26.29% | USD 26'224 | USD 65'064 | USD 125'972 |
| 2024 | USD 125'972 | USD 6'883 | +25.02% | USD 33'240 | USD 71'947 | USD 166'095 |
| 2025 | USD 166'095 | USD 6'883 | +15.00% | USD 25'947 | USD 78'830 | USD 198'925 |
Key figures – S&P 500
Individual return table
Enter your starting capital and adjust the contribution and return globally or per year.
| Year | Starting Capital | Contribution | Return % | Return USD | Own Funds | Capital |
|---|---|---|---|---|---|---|
| 1 | USD 10'000 | USD 1'351 | USD 16'883 | USD 18'234 | ||
| 2 | USD 18'234 | USD 2'009 | USD 23'766 | USD 27'126 | ||
| 3 | USD 27'126 | USD 2'721 | USD 30'649 | USD 36'730 | ||
| 4 | USD 36'730 | USD 3'489 | USD 37'532 | USD 47'102 | ||
| 5 | USD 47'102 | USD 4'319 | USD 44'415 | USD 58'303 | ||
| 6 | USD 58'303 | USD 5'215 | USD 51'298 | USD 70'401 | ||
| 7 | USD 70'401 | USD 6'183 | USD 58'181 | USD 83'467 | ||
| 8 | USD 83'467 | USD 7'228 | USD 65'064 | USD 97'578 | ||
| 9 | USD 97'578 | USD 8'357 | USD 71'947 | USD 112'818 | ||
| 10 | USD 112'818 | USD 9'576 | USD 78'830 | USD 129'277 |
Capital development comparison (2016–2025)
All asset classes compared directly – based on your inputs.
- S&P 500
- World ETF
- Apple (AAPL)
- My assumption
All asset classes compared
This calculator is solely for illustrating historical capital development. The values shown do not constitute investment advice. Historical returns are no guarantee of future results. Depending on the data source, historical returns may vary slightly.
