Annuity Investment Return Template

Use our retirement annuity calculator template to calculate the annual investment return which results from the investment of a monthly retirement annuity. Facilitates including a lump sum in the investment return calculation, calculating an investment valuation forecast and calculating a cumulative annual investment return.

• Suitable for most annuity type investments
• Record monthly annuity amounts
• Record investment valuation as per monthly statement
• Automated calculation of annual investment return
• Also facilitates calculating overall annual investment return
• Includes investment valuation forecast calculations
• Accommodates initial lump sum investment amount
• Accommodates constant & variable annuity amounts