Index Fund Calculator
Project index fund value after contributions, market returns, and expense ratio drag.
Projected Value
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Total Invested
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Projected Growth
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Net Annual Return
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Guide
How it works
Use this calculator to project index fund growth after expenses.
What this calculator does
The index fund calculator estimates ending value, invested capital, projected growth, and net annual return.
Index Fund Formula
Net Return = Index Return - Expense Ratio
Ending Value = Future Value of Contributions at Net Return
Example calculation
If you invest 10,000, add 500 per month, earn 7%, and pay a 0.05% expense ratio, the calculator projects long-term value.
When to use this calculator
- planning index fund investing
- estimating recurring contributions
- comparing expense ratios
- modeling long-term market returns
FAQs
Does this track a specific index?
No. Enter the return assumption for the index or fund you want to model.
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