Investment Data with Charts

Investment Data with Charts - Mutual Fund 2 Bond Fund Bank...

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Monthly Contributions Annual Investment: $9,000.00 Total Contribution: $241,639.00 Periods per year: 12 Ending Value: $2,938,166.11 Number of years: 21 Net Gain: $2,696,527.11 Total periods: 252 Percent Increase: 1216% Amount per period: $750.00 Name Rate Future Value 401K $5,200.00 22% $2,279,586.28 45% $337.50 Roth IRA $6,600.00 12% $207,840.94 15% $112.50 Stocks $4,589.00 11% $119,130.02 10% $75.00 Mutual Fund 1 $30,000.00 9% $197,185.54 0% $- Mutual Fund 2 $500.00 8% $51,444.77 10% $75.00 Bond Fund $5,000.00 6% $55,287.41 10% $75.00 Bank Savings $750.00 3% $27,691.15 10% $75.00 Totals $52,639.00 $2,938,166.11 100% $750.00 Beginning Balance % of Amt to this Investment Period Amt per Investment
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$2,279,586.28 $207,840.94 $119,130.02 $197,185.54 $51,444.77 $55,287.41 $27,691.15 Future Value 401K Roth IRA Stocks Mutual Fund 1
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Unformatted text preview: Mutual Fund 2 Bond Fund Bank Savings 401K Roth IRA Stocks Mutual Fund 1 Mutual Fund 2 Bond Fund Bank Savings $0.00 $100,000.00 $200,000.00 $300,000.00 $400,000.00 $500,000.00 $600,000.00 $700,000.00 $800,000.00 $900,000.00 $1,000,000.00 $1,100,000.00 $1,200,000.00 $1,300,000.00 $1,400,000.00 $1,500,000.00 $1,600,000.00 $1,700,000.00 $1,800,000.00 $1,900,000.00 $2,000,000.00 $2,100,000.00 $2,200,000.00 $2,300,000.00 $2,400,000.00 Beginning Balace vs. Future Value Beginning Balance Future Value Investment Name Dollars 401K Stocks Mutual Fund 2 Bank Savings $0.00 $500,000.00 $1,000,000.00 $1,500,000.00 $2,000,000.00 $2,500,000.00 Beginning Balance Future Value Beginning Balace vs. Future Value Beginning Balance Future Value Investment Name Dollars...
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Investment Data with Charts - Mutual Fund 2 Bond Fund Bank...

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