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Dave Ramsey Investment Calculator

Calculate your wealth-building potential using Dave Ramsey's proven investment principles. This free calculator helps you visualize how consistent investing and compound interest can transform your financial future over time.

About Dave Ramsey's Investment Strategy

Dave Ramsey recommends investing 15% of your household income into retirement accounts after becoming debt-free (except mortgage) and building a 3-6 month emergency fund. He typically uses a 12% average annual return based on the S&P 500's historical performance. While past performance doesn't guarantee future results, this calculator helps you plan your financial future with realistic projections.

Investment Inputs

$0$100,000
$0$5,000
1 year40 years
1%20%

Dave Ramsey uses 12% based on S&P 500 historical averages

Your Results

Final Portfolio Value
$2,106,978
Total Invested
$190,000
Total Growth
$1,916,978
Growth Percentage+1008.9%

Year-by-Year Growth

Year 1$17,610
Invested: $16,000Growth: $1,610
Year 2$26,184
Invested: $22,000Growth: $4,184
Year 3$35,846
Invested: $28,000Growth: $7,846
Year 4$46,734
Invested: $34,000Growth: $12,734
Year 5$59,002
Invested: $40,000Growth: $19,002
Year 6$72,826
Invested: $46,000Growth: $26,826
Year 7$88,403
Invested: $52,000Growth: $36,403
Year 8$105,956
Invested: $58,000Growth: $47,956
Year 9$125,736
Invested: $64,000Growth: $61,736
Year 10$148,023
Invested: $70,000Growth: $78,023
Year 30$2,106,978
Invested: $190,000Growth: $1,916,978

Frequently Asked Questions

Common questions about Dave Ramsey's investment strategy and using this calculator

Important Disclaimer

This calculator is for educational and illustrative purposes only. It does not constitute financial advice. Investment returns can vary significantly and past performance does not guarantee future results. The 12% return rate used by Dave Ramsey is based on historical S&P 500 averages but actual returns may be higher or lower. Consider consulting with a qualified financial advisor before making investment decisions.

Planning to Buy a Home?

Use our mortgage calculator to estimate your monthly payments and see how much house you can afford with Dave Ramsey's recommended guidelines.

Calculate Mortgage Payments