Investment Return Calculator

Investment Return Calculator
Initial Investment Amount
$200,000
$0$5,000,000
Annual Distribution Rate
% p.a.
0%20% p.a.
Initial Investment Value Change
20%
%
0%40%
5-Year Projection
Initial Investment Amount
$200,000
Total Distributions (5 years)
$70,000
Initial Investment Value Change (5 years)
$40,000
Monthly Distribution Income
$1,167
Annual Distribution Income
$14,000
Annual Distribution Rate
7.0% p.a.
Initial Investment Amount
$200,000
Distributions + Initial Investment Value Change
$110,000
Projected Total Return
$310,000
+55.0%
IRR (Internal Rate of Return)
—
p.a.
Year-by-Year Snapshot
Year End Capital Value Distributions (Annual) Cumulative Distributions Total Return vs Initial

This Investment Return Calculator (IRC) is an illustrative tool and does not reflect or represent any Exceed Capital product or offer. It is a calculator, not a forecasting device, that lets you vary the initial investment, annual distribution rate and capital change (with a fixed five-year term) to produce a purely mathematical output.

The IRC is not intended to be relied upon when making a decision about a financial product. You should consider obtaining advice from a licensed financial services provider before making any financial decisions.

Assumptions: 5-year investment term; distributions paid monthly (not reinvested); value change recognised at Year 5.

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