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What return do I need to get back to where I started?

Investments can be volatile, and you often lose as fast as you gain. Input how much you originally invested, and then either the percent you have lost, or the current balance, and get an idea of the rate of return you need to gain back enough to break even.

Input

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. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information 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.