Mutual Fund Annuity Projections

Notes:

Initial Deposit should represent your starting balance or initial deposit.

Number of Deposits represents the number of times that you will make a planned deposit into a particular fund or family of funds. A typical user will enter 12, representing monthly deposits.

Amount of Deposits is self-explanatory. Enter the amount that you will be depositing. This amount will be kept consistent throughout the projections.

Average Annual Return should be a conservative percentage, that the fund or portfolio will typically return. Due to the length of the last bull market even 10 year returns might not be a good conservative measure. We suggest that you use the average annual return over the life of the fund (if more than 10 years), or the average annual return for a comparable fund.