Fee Impact
Enter your investment details and see the true cost of fees.
Value lost to fees
$0
Without fees: $0 · With fees: $0
Without fees
$0
With fees
$0
Value lost to fees
$0
Percentage lost
0%
Effective annual return
0%
Total fees paid
$0
Worked example
With the default inputs shown below, this calculator returns the following results:
| Input | Value |
|---|---|
| Initial investment ($) | $100,000 |
| Annual return before fees (%) | 8% |
| Annual fee (%) | 1% |
| Time period (years) | 30 |
| Result | Value |
|---|---|
| Value lost to fees | $245,040 |
| Without fees | $1,006,266 |
| With fees | $761,226 |
| Percentage lost | 24.4% |
| Effective annual return | 7.00% |
Values shown are produced by this page in your browser; change any input to update them.
How to use the Fee Impact
- Initial investment ($) — default $100,000
- Annual return before fees (%) — default 8%
- Annual fee (%) — default 1%
- Time period (years) — default 30
- Press Calculate to update the results instantly.