![]() To use this financial tool you will need to enter information about your loan terms, as well as information about the investment that you are considering. The purpose of the Investment Loan Calculator is to illustrate how financing your investments with borrowed money can increase your return potential. ![]() For example, if your investment generates $1,000 per month and you reinvest 50%, the value of your investment will increase by $500. This is the percentage of the return generated by your investment that is reinvested. It is not possible to invest directly in an index and the compounded rate of return noted above does not reflect sales charges and other fees that investment funds and/or investment companies may charge. This includes the potential loss of principal on your investment. The actual rate of return on investments can vary widely over time, especially for long-term investments. It is important to remember that these scenarios are hypothetical and that future rates of return can't be predicted with certainty and that investments that pay higher rates of return are generally subject to higher risk and volatility. Savings accounts at a financial institution may pay as little as 0.25% or less but carry significantly lower risk of loss of principal balances. The lowest 12-month return was -43% (March 2008 to March 2009). From Januto December 31 st 2018, the average annual compounded rate of return for the S&P 500®, including reinvestment of dividends, was approximately 10.2% (source: Since 1970, the highest 12-month return was 61% (June 1982 through June 1983). The Standard & Poor's 500® (S&P 500®) for the 10 years ending December 31 st 2018, had an annual compounded rate of return of 12.1%, including reinvestment of dividends. The actual rate of return is largely dependent on the types of investments you select. If you pay taxes on the interest, dividends or capital gains from these investments you may wish to enter your after-tax rate of return. For the purposes of this calculator, taxation is not factored into the results. This is the annually compounded rate of return you expect from your investments. ICB Solutions | NMLS #491986 ( Close Modal Mortgage products are not offered directly on the website and if you are connected to a lender through, specific terms and conditions from that lender will apply. will not charge, seek or accept fees of any kind from you. ![]() By submitting your information you agree Mortgage Research Center can provide your information to one of these companies, who will then contact you. ![]() ![]() For a full list of these companies click here. If you submit your information on this site, one or more of these companies will contact you with additional information regarding your request. ICB Solutions and Mortgage Research Center receive compensation for providing marketing services to a select group of companies involved in helping consumers find, buy or refinance homes. Neither, Mortgage Research Center nor ICB Solutions are endorsed by, sponsored by or affiliated with any government agency. ICB Solutions partners with a private company, Mortgage Research Center, LLC, (nmls # 1907), that provides mortgage information and connects homebuyers with lenders. is a product of ICB Solutions, a division of Neighbors Bank. ![]()
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