Calculator tool
Mutual fund returns are reduced by the expense ratio — an annual fee charged by the fund. The net annual return = gross return − expense ratio. This calculator applies that reduction before projecting the final corpus.
Review the inputs carefully and treat the output as an estimate. For decisions involving money, taxes, health, law, or security, compare the result with trusted professional guidance when needed.
What is a typical expense ratio?
Actively managed funds typically charge 0.5–1.5%. Index funds are usually 0.03–0.2%. Even small differences compound into significant cost differences over time.
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