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Financial glossary

Real Investment Return

In plain English

Investment return after removing inflation, showing the change in purchasing power rather than nominal account value.

Real investment return

Real return measures growth after inflation. If an investment gains 7% while prices rise 3%, the quick approximation is a 4% real return. The exact calculation is (1.07 / 1.03) - 1, or about 3.88%.

Nominal dollars are useful for projecting an account statement, but real dollars describe future purchasing power. Retirement plans can look much larger when stated only in future dollars even though future expenses also rise.

The Coast FIRE calculator grows the retirement target with inflation and investments with a nominal return, keeping the two assumptions visible. The inflation calculator isolates purchasing-power change.

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