INVESTMENT

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CAPITAL

STARTING BALANCE$CONTRIBUTION$

ASSUMPTIONS

YEARS INVESTED25

ANNUAL RETURN8.0%

FEES (MER)0.50%

INFLATION2.5%

PROJECTION READOUT

BALANCE AT YEAR END

$574,163

IN TODAY'S DOLLARS

$309,698

TOTAL CONTRIBUTED

$175,000

GROWTH

$399,163

FEES PAID

$51,544

BALANCE VS CONTRIBUTIONSYEAR 0 → 25

TODAYYEAR 25

EXPORT

EXPORTS EVERY INPUT, RESULT AND YEAR-BY-YEAR FIGURE FROM THIS CALCULATION.