Calculator

Real Return Calculator

Adjust a nominal investment return for inflation and purchasing power.

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This calculator applies the displayed investment formula directly to your inputs. It keeps full precision during the calculation and rounds only the displayed result.

Real Return formulaReal return = (1+nominal) ÷ (1+inflation) − 1

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Using the default example values, the calculator substitutes 8 and 3 into the formula. Change the values to model your own scenario.

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  • The values entered for nominal return and inflation rate are accurate for the scenario.
  • Rates and recurring amounts remain constant for the period represented by the formula.
  • Provider fees, taxes and timing differences are excluded unless they are explicit inputs.