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How to Use This Calculator
How to Use This Calculator
Most investment calculators only show you how your bank balance grows. This tool shows you what that money is actually worth by factoring in the "hidden drags" on your wealth: Inflation and Fees.
Set Your Growth: Use the Annual Return slider to set your expected interest rate (e.g., 8% for a typical stock market fund).
Add the Drags: Adjust the Inflation (rising costs) and Fees (what you pay your advisor or fund manager). The calculator will instantly subtract these to show your Real Net Return.
Enter Your Amount: Type in your current Principal investment. Optionally, enter a Goal amount to see exactly when you will have that much purchasing power.
Analyze the Graph:
Grey Dashed Line: This is your Nominal Balance (the number you see on your bank statement).
Blue Area: This is your Real Purchasing Power. The gap between the grey line and the blue area represents the wealth lost to inflation and fees.
How to Use This Calculator
How to Use This Calculator
Most investment calculators only show you how your bank balance grows. This tool shows you what that money is actually worth by factoring in the "hidden drags" on your wealth: Inflation and Fees.
Set Your Growth: Use the Annual Return slider to set your expected interest rate (e.g., 8% for a typical stock market fund).
Add the Drags: Adjust the Inflation (rising costs) and Fees (what you pay your advisor or fund manager). The calculator will instantly subtract these to show your Real Net Return.
Enter Your Amount: Type in your current Principal investment. Optionally, enter a Goal amount to see exactly when you will have that much purchasing power.
Analyze the Graph:
Grey Dashed Line: This is your Nominal Balance (the number you see on your bank statement).
Blue Area: This is your Real Purchasing Power. The gap between the grey line and the blue area represents the wealth lost to inflation and fees.
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