SCENARIO ANALYSIS · BROWSER ONLY

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Your assumptions

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NT$300,000

The expense ratio of a fund or ETF, taken straight out of the return.

Ending value

NT$470,098

About NT$470,098 after 10 years. You contribute NT$300,000, and NT$170,098 comes from returns.

How it changes over time

Portfolio valueTotal contributed

0117.5K235K352.6K470.1K0 yr · Portfolio value NT$300,000 · Total contributed NT$300,0001 yr · Portfolio value NT$313,782 · Total contributed NT$300,0002 yr · Portfolio value NT$328,197 · Total contributed NT$300,0003 yr · Portfolio value NT$343,274 · Total contributed NT$300,0004 yr · Portfolio value NT$359,044 · Total contributed NT$300,0005 yr · Portfolio value NT$375,539 · Total contributed NT$300,0006 yr · Portfolio value NT$392,791 · Total contributed NT$300,0007 yr · Portfolio value NT$410,836 · Total contributed NT$300,0008 yr · Portfolio value NT$429,709 · Total contributed NT$300,0009 yr · Portfolio value NT$449,450 · Total contributed NT$300,00010 yr · Portfolio value NT$470,098 · Total contributed NT$300,0000 yr5 yr10 yr
Year-by-year values behind the chart.
yrPortfolio valueTotal contributed
0NT$300,000NT$300,000
1NT$313,782NT$300,000
2NT$328,197NT$300,000
3NT$343,274NT$300,000
4NT$359,044NT$300,000
5NT$375,539NT$300,000
6NT$392,791NT$300,000
7NT$410,836NT$300,000
8NT$429,709NT$300,000
9NT$449,450NT$300,000
10NT$470,098NT$300,000

Breakdown

Total contributed
NT$300,000
Investment gain
NT$170,098
Gain vs contributions
56.7%
Return after fees
4.5%

A scenario estimate based on the assumptions you entered. It is not investment, credit, tax, legal, or retirement advice. Rates, fees, taxes, and market returns can all change.

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