Sentences with phrase «hypothetical investment»
A "hypothetical investment" refers to a theoretical or imagined investment scenario that is used for analysis, discussion, or demonstration purposes. It is not a real investment, but rather a simulation involving hypothetical or fictional numbers to understand or illustrate potential outcomes. Full definition
Over the years I have found that it's helpful for people to study some tables of numbers that show hypothetical investment returns and withdrawal rates.
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Check out the following chart, which shows hypothetical investments of $ 100,000 in the Near - Term Tax Free Fund and S&P 500 stocks at the end of 1999.
Use this tool to create hypothetical investment portfolios, compare portfolios or compare investments using Franklin Templeton and other funds.
Hypothetical investment returns investing $ 100 per month for 30 years at 4 %, 10 %, and 16 %.
The red areas indicate when this hypothetical investment was underwater, while the green areas show when it finally went into positive territory.
Over this 13 - year period, the hypothetical investment returns for CHAA companies were significantly higher than average S&P 500 returns — as much as triple in some of the scenarios.
Let's start with the simplest input file that contains just two transactions in a hypothetical investment portfolio: a deposit of cash into the investment account and a purchase of a single mutual fund, both on the same date.
But for sake of argument lets consider a hypothetical investment of $ 10,000 per year with $ 5,000 added annually that grows at 6 %.
The Share Checker enables you check the performance of a hypothetical investment of $ 10,000 of any share, ETF or mutual fund listed in the Sharesight database within a selected date range.
There are dozens of online calculators that can show you how much a hypothetical investment can be worth over time.
10 — Share Checker - Check the value of a hypothetical investment of $ 10,000 of any share, ETF or mutual / managed fund listed in the Sharesight database.
For example, a hypothetical investment earning 5 % annually would have a «real return» of only 3 % during a period of 2 % annual inflation.
A 30 - year - old making $ 50,000, for example, who contributes 10 percent of her salary to a 401 (k) would have amassed a total balance of $ 656,884 by the time she retired, assuming a hypothetical investment return of 7 percent pre-retirement.
Want an idea of the income you'd receive on a hypothetical investment?
Our investment income calculator can estimate the yield, potential income, or amount for a hypothetical investment.
With a target of 6 %, a hypothetical investment of $ 100,000 would yield $ 500 average income per month.
Provides a comparison of lump sum vs. dollar cost averaging with a hypothetical investment into an S&P 500 index fund.
This chart illustrates a hypothetical investment of $ 100 a month, over a period of 38 years and with a fixed 5 % rate of return.
Please note that this hypothetical investment does not take into account federal, state or municipal taxes.
If the potential expenses of the hypothetical investment had been reflected, the ending value of the tax - deferred investment could be lower.
The performance of a hypothetical investment of $ 1000 invested at the Fund's inception.
[The information below] compares the ending value of a hypothetical investment (growing at a rate of eight percent per year before fees) at various rates of annual investment expenses.
The data reflects the total return of a hypothetical investment in each capitalization range from 1990 through December 31, 2017.