Fund Calculation Suite

Fund calculations, built around the numbers that matter.

Compare projected returns, fund costs, annualized growth, recurring contributions, and dividend reinvestment using clearly defined assumptions.

Return Engine Expense Ratio CAGR DCA Dividend Reinvestment

Calculation 01

Equity Fund Return Calculator

Calculates a projected future value from an initial investment, recurring monthly contributions, an assumed annual return, and a defined investment horizon.

Starting Investment

$15,000

Initial capital

Monthly Addition

$250

Recurring contribution

Return Assumption

8.0%

Annualized estimate

Time Horizon

25 Years

Long-term projection

Results are illustrative projections and do not represent guaranteed investment returns or future fund performance.

Initial investment ($)

Monthly contribution ($)

Assumed annual return (%)

Time horizon (years)

Future Value

—

Total Contributed

—

Investment Growth

—

Investment amount ($)

Gross annual return (%)

Years held

Low expense ratio (%)

High expense ratio (%)

Low-Fee Value

—

High-Fee Value

—

Cost of Fees

—

Calculation 02

Expense Ratio Impact Estimator

Compares projected terminal values under two expense-ratio assumptions while keeping the gross return and investment period constant.

Why it matters

Small fee differences can compound over time.

Input

Investment size and expected gross return.

Compare

Lower and higher annual fund expenses.

Result

Estimated difference in ending value.

Use the calculator to see how recurring annual expenses may affect long-term compounding.

Calculation 03

CAGR Calculator

Calculates the compound annual growth rate from a beginning value, ending value, and investment period.

Growth measure

Understand the annualized pace of growth.

CAGR

Starting

Enter the original investment or asset value.

Ending

Enter the value reached at the end of the period.

Period

Specify how many years the growth occurred over.

CAGR expresses total growth as a single annualized rate, making different investment periods easier to compare.

Beginning value ($)

Ending value ($)

Years

Compound Annual Growth Rate

—

Formula

(Ending ÷ Beginning)^(1 ÷ Years) − 1

Best used for

Comparing annualized growth across different investments.

Monthly amount ($)

Annual return (%)

Years

Ending Balance

—

Total Invested

—

Growth

—

Calculation 04

Dollar-Cost Averaging Calculator

Calculates the projected value of a fixed monthly contribution compounded over a selected investment period and annual return assumption.

Contribution strategy

Consistent contributions can build value over time.

DCA

Contribution

Set the amount invested each month.

Return

Apply an assumed annual investment return.

Horizon

Choose the number of years contributions continue.

The projection assumes regular monthly contributions and a constant annual return; actual investment results will vary.

Calculation 05

Dividend Reinvestment Estimator

Compares projected value with dividends reinvested against a scenario where dividends are received as cash, isolating the effect of reinvestment on compounding.

Yield

Dividend

Growth

Compounding

Compare

DRIP vs Cash

Initial investment ($)

Dividend yield (%)

Price appreciation (%)

Years held

With Reinvestment

—

Cash Dividends Instead

—

Reinvestment Benefit

—