Online Calculators > Financial Calculators > Expense Ratio Calculator

Expense Ratio Calculator

Expense Ratio Calculator to calculate yearly returns and expense ratio for your ETF or mutual fund investments. It has options to include yearly contributions and expense ratio or fund fees for your investment.

Expense Ratio Calculator

Investment Amount
Years
Growth Rate
Yearly Contribution
Fund Fees
%
Initial Investment $20,000.00
Total Contributions $45,000.00
Fund Expenses $0.00
Final Amount $121,948.75
Expense Ratio $0.00%

Growth Schedule

Year Starting Balance Interest Earned Ending Balance
1 $20,000.00 $4,380.00 $24,380.00
2 $24,380.00 $4,642.80 $29,022.80
3 $29,022.80 $4,921.37 $33,944.17
4 $33,944.17 $5,216.65 $39,160.82
5 $39,160.82 $5,529.65 $44,690.47
6 $44,690.47 $5,861.43 $50,551.90
7 $50,551.90 $6,213.11 $56,765.01
8 $56,765.01 $6,585.90 $63,350.91
9 $63,350.91 $6,981.05 $70,331.96
10 $70,331.96 $7,399.92 $77,731.88
11 $77,731.88 $7,843.91 $85,575.79
12 $85,575.79 $8,314.55 $93,890.34
13 $93,890.34 $8,813.42 $102,703.76
14 $102,703.76 $9,342.23 $112,045.99
15 $112,045.99 $9,902.76 $121,948.75

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