Check the background of this financial professional on FINRA's BrokerCheck.


Are you running your own business, planning for retirement, looking to preserve assets for your family? Do you have another lofty goal in mind for your future? We can help you crunch the numbers and reveal the path to make your dreams a reality. Use the calculators on this page to find the mathematical answers to the most commonly asked questions, or give us a call and we will do it for you!

Calculator: Print This Page
Impact of Inflation on Investment Returns Calculator

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.


  • 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.
©2019 Broadridge Investor Communication Solutions, Inc. All rights reserved.
Tell A Friend Tell A Friend
 Investment and insurance products and services are offered through INFINEX
INVESTMENTS, INC. Member FINRA/SIPC. Mechanics Investment Services is a trade name of the
bank. Infinex and the bank are not affiliated. Products and services made available
through Infinex are not insured by the FDIC or any other agency of the United States and
are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.
These products are subject to investment risk, including the possible loss of value.

Check the background of this financial professional on FINRA's BrokerCheck.