[Skip to Content]

Investment Calculators

Investment Calculators
Annual Rate of Return CalculatorUse this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Asset Allocation CalculatorYour age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Future Value CalculatorUse this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Investment Goal CalculatorUse this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Investment ReturnsThere is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Investment Savings and DistributionsUse this calculator to see how long your investment savings can last once you begin taking distributions.

BankPlus
1068 Highland Colony Parkway, 400 Concourse
Ridgeland, MS 39157

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.