Broadridge Advisor Solutions


	Calculators
	Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

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Impact of Inflation on Investment Returns Calculator

Starting Balance

$

Expected rate of return

Expected inflation rate

Number of years

Years

Inflation can have a powerful effect over time on the actual return of your investments. Unless your portfolio's return outpaces inflation, you may actually be losing purchasing power, even if the dollar amount of your portfolio is growing.

Impact of Inflation on Investment Returns Chart

These charts illustrate, for the values input, the projections of growth with/without inflation.

In 30 years, your portfolio is expected to grow to $574,349.
However, inflation would have cost you $337,725 in purchasing power, leaving you with an inflation-adjusted balance of $236,624.

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Assumptions

This is a hypothetical example intended for illustration purposes only, and does not represent the performance of any specific investment or portfolio.
The calculations above assume that earnings are compounded annually.
The calculations above do not take into account the effect of federal or state income taxes, or fees and expenses.


	Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned. This communication is strictly intended for individuals residing in the state(s) of FL, ME and NH. No offers may be made or accepted from any resident outside the specific states referenced.

Calculators