Return on Investment Chart

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A lump sum required today to equal $100,000
at the end of a number of years:
5 10 15 20 25
3% $86,261 $74,409 $64,186 $55,367 $47,761
4% $82,193 $67,556 $55,526 $45,639 $37,512
5% $78,353 $61,391 $48,102 $37,689 $29,530
6% $74,726 $55,839 $41,727 $31,180 $23,300
7% $71,299 $50,835 $36,245 $25,842 $18,425
8% $68,058 $46,319 $31,524 $21,455 $14,602
9% $64,993 $42,241 $27,454 $17,843 $11,597
10% $62,092 $38,554 $23,940 $14,864 $ 9,230
Approximate annual investment required to equal
$100,00 at the end of a number of years:
5 10 15 20 25
3% $18,290 $8,470 $5,220 $3,613 $2,663
4% $17,751 $8,009 $4,802 $3,229 $2,309
5% $17,236 $7,572 $4,414 $2,880 $1,995
6% $16,736 $7,157 $4,056 $2,565 $1,720
7% $16,254 $6,764 $3,719 $2,280 $1,478
8% $15,783 $6,392 $3,410 $2,024 $1,267
9% $15,332 $6,039 $3,125 $1,793 $1,083
10% $14,890 $5,704 $2,861 $1,587 $ 924
Monthly Retirement Income from
Specific Lump Sums Rate of Return
Principal 4% 5% 6% 7% 8% 9% 10%
10,000 $33 $42 $50 $58 $67 $75 $83
20,000 $67 $89 $100 $117 $133 $150 $167
50,000 $167 $208 $250 $292 $333 $375 $417
60,000 $200 $250 $300 $350 $400 $450 $500
90,000 $300 $375 $450 $525 $600 $675 $750
100,000 $333 $417 $500 $583 $667 $750 $833
300,000 $1,000 $1,250 $1,500 $1,750 $2,000 $2,250 $2,500
500,000 $1,667 $2,083 $2,500 $2,917 $3,333 $3,750 $4,157
700,000 $2,333 $2,917 $3,500 $4,083 $4,667 $5,250 $5,833
900,000 $3,000 $3,750 $4,500 $5,250 $6,000 $6,750 $7,500
1,000,000 $3,333 $4,167 $5,000 $5,833 $6,667 $7,500 $8,333
( Investment growth and rate of return are hypothetical only and not indicative of the performance of any particular investment.)
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