How do I calculate rate of return?

The initial receipt or payment, the amount of subsequent receipts or payments, and any final payment or receipt, all play a factor in determining the return. Use this calculator to estimate rate of return.


Information and Assumptions
Number of periods to consider
Initial receipt/payment(-) ($)
Regular receipts/payments(-), if applicable ($)
Final receipt/payment(-), if applicable ($)

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This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that the company assumes any fiduciary duties. In addition, such service should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

This information is a general discussion of the relevant federal tax laws provided to promote ideas that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of voiding federal tax penalties. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

This report is based upon information provided by you (the customer) or your financial professional. Securian Financial Group, and its affiliates, are not responisble for the accuracy of the information provided. The report and related materials should not be considered investment advice by Securian or a recommendation to engage in (or refrain from) a particular course of action. If you are looking for investment advice or recommendtaions, please contact your financial professional.

Insurance products are issued by Minnesota Life Insurance Company in all states except New York. In New York, products are issued by Securian Life Insurance Company, a New York authorized insurer. Minnesota Life is not an authorized New York insurer and does not do insurance business in New York. Both companies are headquartered in St. Paul, MN. Product availability and features may vary by state. Each insurer is solely responsible for the financial obligations under the policies or contracts it issues.

Securian Financial is the marketing name for Securian Financial Group, Inc., and its affiliates. Minnesota Life Insurance Company and Securian Life Insurance Company are affiliates of Securian Financial Group, Inc.

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