Calculate mutual fund returns, NAV, expense ratios, and total investment performance with comprehensive analysis.
Analyze mutual fund investments by calculating returns, net asset value, expense ratios, and total performance including dividends and capital gains.
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A low-risk mutual fund with moderate returns and low expenses, suitable for conservative investors.
Initial Investment: $25000
Monthly Contribution: $300
Investment Period: 15 years
Expected Return: 6.5%
Expense Ratio: 0.8%
Load Fee: 0%
Dividend Yield: 2.5%
Tax Rate: 15%
A high-risk, high-return mutual fund with higher expenses, suitable for aggressive investors with long time horizons.
Initial Investment: $15000
Monthly Contribution: $500
Investment Period: 20 years
Expected Return: 10.5%
Expense Ratio: 1.5%
Load Fee: 2.5%
Dividend Yield: 1%
Tax Rate: 22%
A low-cost index fund that tracks market performance with minimal expenses and no load fees.
Initial Investment: $10000
Monthly Contribution: $200
Investment Period: 25 years
Expected Return: 8%
Expense Ratio: 0.15%
Load Fee: 0%
Dividend Yield: 1.8%
Tax Rate: 15%
A dividend-focused mutual fund designed for current income with moderate growth potential.
Initial Investment: $50000
Monthly Contribution: $100
Investment Period: 10 years
Expected Return: 5.5%
Expense Ratio: 1.2%
Load Fee: 1%
Dividend Yield: 4.2%
Tax Rate: 24%