Table of monthly balances
Month | Balance [$] |
1 | 10059.61 |
2 | 10119.58 |
3 | 10179.90 |
4 | 10240.58 |
5 | 10301.63 |
6 | 10363.04 |
7 | 10424.81 |
8 | 10486.95 |
9 | 10549.47 |
10 | 10612.35 |
11 | 10675.61 |
12 | 10739.25 |
13 | 10803.27 |
14 | 10867.67 |
15 | 10932.45 |
16 | 10997.62 |
17 | 11063.17 |
18 | 11129.12 |
19 | 11195.46 |
20 | 11262.20 |
21 | 11329.33 |
22 | 11396.87 |
23 | 11464.81 |
24 | 11533.15 |
25 | 11601.90 |
26 | 11671.06 |
27 | 11740.63 |
28 | 11810.62 |
29 | 11881.02 |
30 | 11951.84 |
31 | 12023.09 |
32 | 12094.76 |
33 | 12166.86 |
34 | 12239.38 |
35 | 12312.34 |
36 | 12385.74 |
37 | 12459.57 |
38 | 12533.84 |
39 | 12608.56 |
40 | 12683.72 |
41 | 12759.32 |
42 | 12835.38 |
43 | 12911.90 |
44 | 12988.86 |
45 | 13066.29 |
46 | 13144.18 |
47 | 13222.53 |
48 | 13301.35 |
49 | 13380.64 |
50 | 13460.41 |
51 | 13540.64 |
52 | 13621.36 |
53 | 13702.56 |
54 | 13784.24 |
55 | 13866.41 |
56 | 13949.07 |
57 | 14032.22 |
58 | 14115.86 |
59 | 14200.01 |
60 | 14284.66 |
61 | 14369.81 |
62 | 14455.47 |
63 | 14541.64 |
64 | 14628.32 |
65 | 14715.52 |
66 | 14803.24 |
67 | 14891.48 |
68 | 14980.25 |
69 | 15069.55 |
70 | 15159.38 |
71 | 15249.74 |
72 | 15340.65 |
73 | 15432.09 |
74 | 15524.09 |
75 | 15616.63 |
76 | 15709.72 |
77 | 15803.36 |
78 | 15897.57 |
79 | 15992.33 |
80 | 16087.67 |
81 | 16183.56 |
82 | 16280.04 |
83 | 16377.08 |
84 | 16474.71 |
85 | 16572.91 |
86 | 16671.70 |
87 | 16771.08 |
88 | 16871.06 |
89 | 16971.63 |
90 | 17072.80 |
91 | 17174.57 |
92 | 17276.95 |
93 | 17379.93 |
94 | 17483.54 |
95 | 17587.76 |
96 | 17692.60 |
97 | 17798.06 |
98 | 17904.16 |
99 | 18010.89 |
100 | 18118.25 |
101 | 18226.25 |
102 | 18334.90 |
103 | 18444.20 |
104 | 18554.14 |
105 | 18664.75 |
106 | 18776.01 |
107 | 18887.93 |
108 | 19000.52 |
109 | 19113.79 |
110 | 19227.72 |
111 | 19342.34 |
112 | 19457.64 |
113 | 19573.63 |
114 | 19690.31 |
115 | 19807.68 |
116 | 19925.76 |
117 | 20044.54 |
118 | 20164.02 |
119 | 20284.22 |
120 | 20405.14 |
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Plot of balance growth
Description
This calculator computes compound interest with optional monthly and/or yearly contributions, expense ratios and capital gains taxes.
It assumes the assets are held for the number of years input, without selling.
An asset held longer than a year is typically subject to
long-term
capital gains taxes.
These are 0 to 20% at the time of this writing—often roughly half the short-term rate.
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