Lump-sum deposit 10 000 €
Monthly deposit 200 €
Horizon 20 r.
Annual return 7 %
Inflation 2 %
Calculating…
One moment, preparing returns and charts.
Asset value
 
Gross
net · after all fees
Investment return
Gross
net return · gross for comparison
Real purchasing power
 
Nominal
after inflation

Calculation details

Deposited capital
sum of all deposits
Invested capital
after deducting entry fees
Asset value
Gross
Net
gross: before exit fees · net: after all fees
Investment return
Gross
Net
gross: return before fees · net: after all
Fees
Entry fees
Other fees
Other costs
Total fees

Asset value over time

Asset and fee structure

Table - investing

Shown data:
# Date Asset value Return Výnos (%) Invested capital Recurring investment (net) Entry fee Deposited capital Recurring investment (gross)
Withdrawal Plan
Remaining asset value
Withdrawn capital (net)
Return rate

Withdrawal plan - details

Fees
Exit fees
Other costs
Total fees

Withdrawal plan - progress

Table - withdrawal plan

Shown data:
# Date Asset value Return Výnos (%) Withdrawal (net) Withdrawal (gross) Exit fee