Maturity Value Calculator

Calculate the maturity value of bonds, certificates of deposit (CDs), or other fixed-income investments. This calculator determines the value your investment will be worth at maturity, including compound interest.

Investment Details

Maturity Value Results

Maturity Value: $0.00
Total Interest Earned: $0.00
Effective Annual Rate: 0.00%

Investment Analysis

Annual Interest: $0.00
Interest per Period: $0.00
Investment Type: N/A

Business Insights

Risk Level: N/A
Suitability: N/A
Alternative Options: N/A

Understanding Maturity Value

Maturity value is the amount of money an investment will be worth at the end of its term. For fixed-income securities like bonds and certificates of deposit, this represents the principal plus accumulated interest. Understanding maturity value helps investors plan for future financial goals and compare different investment options.

Maturity Value Formula

Compound Interest Formula

  • MV = P × (1 + r/n)^(n×t)
  • MV = Maturity Value
  • P = Principal Amount
  • r = Annual Interest Rate
  • n = Compounding Frequency
  • t = Time in Years

Simple Interest Formula

  • MV = P × (1 + r × t)
  • Used for some bonds and CDs
  • No compounding effect
  • Straightforward calculation
  • Lower returns than compound interest

Types of Investments with Maturity Value

Common Maturity Investments

Fixed-income securities with guaranteed returns

Bonds

  • Government and corporate bonds
  • Fixed interest payments
  • Face value at maturity
  • Credit risk considerations

Certificates of Deposit (CDs)

  • Bank-issued time deposits
  • FDA insurance up to $250,000
  • Various term lengths
  • Penalty for early withdrawal

Treasury Securities

  • U.S. government backed
  • T-Bills, T-Notes, T-Bonds
  • Lowest risk investments
  • Liquid and tradable

Fixed Annuities

  • Insurance company products
  • Guaranteed returns
  • Tax-deferred growth
  • Long-term commitments

Compounding Frequency Impact

Compounding Frequency Periods per Year Effective Annual Rate Best For
Annually 1 Same as nominal Simple calculations
Semi-Annually 2 Slightly higher Bonds, CDs
Quarterly 4 Higher returns Savings accounts
Monthly 12 Much higher High-yield accounts

Factors Affecting Maturity Value

Interest Rate Environment

  • Higher rates increase maturity value
  • Fixed vs variable rates
  • Real vs nominal returns
  • Inflation considerations

Time Horizon

  • Longer terms compound more
  • Power of compounding
  • Liquidity trade-offs
  • Opportunity costs

Maturity Value vs Current Value

Maturity Value

  • Guaranteed future value
  • Fixed-income securities
  • Known at investment start
  • Risk-free for FDIC insured

Current Market Value

  • Fluctuates with market
  • Stocks, ETFs, mutual funds
  • Unknown future value
  • Higher risk, higher potential returns

Key Takeaways for Maturity Value

  • Maturity value is the amount you'll receive when a fixed-income investment reaches its term
  • Compound interest significantly increases maturity value over time
  • More frequent compounding leads to higher effective returns
  • FDIC-insured CDs and U.S. Treasury securities offer the lowest risk
  • Compare maturity values across different investment options
  • Consider your time horizon and liquidity needs when choosing investments
  • Early withdrawal penalties can reduce maturity value
  • Inflation can erode the real purchasing power of maturity proceeds

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