Effect of Expense Ratios on Investments
Effect of Expense Ratios on Investments
|
|
Expense Ratio |
| Year |
10% Gain |
0.50% |
1.00% |
1.50% |
2.00% |
| 0 |
$ 100,000.00 |
$ 100,000.00 |
$ 100,000.00 |
$ 100,000.00 |
$ 100,000.00 |
| 1 |
$ 110,000.00 |
$ 109,500.00 |
$ 109,000.00 |
$ 108,500.00 |
$ 108,000.00 |
| 2 |
$ 121,000.00 |
$ 119,905.00 |
$ 118,820.00 |
$ 117,745.00 |
$ 116,680.00 |
| 3 |
$ 133,100.00 |
$ 131,301.43 |
$ 129,535.40 |
$ 127,801.48 |
$ 126,099.20 |
| 4 |
$ 146,410.00 |
$ 143,783.97 |
$ 141,228.58 |
$ 138,741.91 |
$ 136,322.06 |
| 5 |
$ 161,051.00 |
$ 157,456.40 |
$ 153,989.57 |
$ 150,645.36 |
$ 147,418.79 |
| 6 |
$ 177,156.10 |
$ 172,432.41 |
$ 167,916.73 |
$ 163,598.02 |
$ 159,465.84 |
| 7 |
$ 194,871.71 |
$ 188,836.58 |
$ 183,117.54 |
$ 177,693.92 |
$ 172,546.49 |
| 8 |
$ 214,358.88 |
$ 206,805.42 |
$ 199,709.48 |
$ 193,035.61 |
$ 186,751.44 |
| 9 |
$ 235,794.77 |
$ 226,488.53 |
$ 217,820.92 |
$ 209,734.96 |
$ 202,179.51 |
| 10 |
$ 259,374.25 |
$ 248,049.82 |
$ 237,592.15 |
$ 227,914.00 |
$ 218,938.34 |
| 11 |
$ 285,311.67 |
$ 271,668.93 |
$ 259,176.53 |
$ 247,705.86 |
$ 237,145.23 |
| 12 |
$ 313,842.84 |
$ 297,542.70 |
$ 282,741.65 |
$ 269,255.78 |
$ 256,927.98 |
| 13 |
$ 345,227.12 |
$ 325,886.85 |
$ 308,470.71 |
$ 292,722.24 |
$ 278,425.85 |
| 14 |
$ 379,749.83 |
$ 356,937.75 |
$ 336,563.93 |
$ 318,278.16 |
$ 301,790.60 |
| 15 |
$ 417,724.82 |
$ 390,954.49 |
$ 367,240.23 |
$ 346,112.23 |
$ 327,187.64 |
| 16 |
$ 459,497.30 |
$ 428,220.94 |
$ 400,738.86 |
$ 376,430.36 |
$ 354,797.25 |
| 17 |
$ 505,447.03 |
$ 469,048.25 |
$ 437,321.42 |
$ 409,457.29 |
$ 384,815.96 |
| 18 |
$ 555,991.73 |
$ 513,777.39 |
$ 477,273.88 |
$ 445,438.26 |
$ 417,457.99 |
| 19 |
$ 611,590.90 |
$ 562,782.05 |
$ 520,908.87 |
$ 484,641.00 |
$ 452,956.87 |
| 20 |
$ 672,749.99 |
$ 616,471.79 |
$ 568,568.22 |
$ 527,357.70 |
$ 491,567.25 |
| $ amount less than |
$ 56,278.21 |
$ 104,181.77 |
$ 145,392.30 |
$ 181,182.75 |
| % amount less than |
8.37% |
15.49% |
21.61% |
26.93% |