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What return should you actually expect?

Every investment projection is only as good as its return assumption, and no assumption is a forecast. Use a conservative rate, test a range rather than a single number, and subtract inflation to see the real return that determines what your money can buy.

Investments • 6 min read

A projection is a scenario, not a prediction

Calculators apply a constant rate month after month. Real markets deliver an uneven sequence with long flat periods and sharp drawdowns. Two portfolios with the same average return can end very differently depending on when the bad years arrive, which matters most when you are withdrawing rather than accumulating.

The useful way to read any projected corpus is as one branch of a range: if returns are around this level, here is roughly where you land.

Past CAGR describes history

Compound annual growth rate smooths a start and end value into one annualised number. It is excellent for comparing what actually happened across different assets and periods, and misleading if you paste it into a projection as if it will repeat. Change the start or end date by a year and the same investment can show a very different CAGR.

Nominal versus real

A projection that shows twelve per cent growth while prices rise six per cent a year has produced roughly six per cent of extra purchasing power, not twelve. For any goal more than a few years away — retirement, education, a home — inflate the goal's cost as well as the corpus, otherwise you are comparing a future number to a present-day price.

A practical routine

Run the projection three times: at a pessimistic rate, at a moderate rate, and at an optimistic one. Plan your contributions around the pessimistic case and treat the optimistic case as upside. Then check the moderate case against the inflated cost of the goal. If only the optimistic case reaches the goal, the plan needs more contribution or more time, not a higher assumption.

Key takeaways

The short version, if you remember nothing else.

  • Use a range of return assumptions instead of one confident number.
  • Past CAGR is a description of history, not an expected future rate.
  • Compare the projected corpus with the inflation-adjusted cost of the goal.
  • Plan contributions around the conservative scenario.

Run the numbers yourself

Test everything in this guide on your own figures.

Frequently asked questions

Questions readers ask about this topic.

This guide is general information for planning, not financial, tax or legal advice. Rules, rates and product terms change — confirm anything material with the official source or a qualified professional before acting on it.