Chapter 04 - Hypothetical Illustrations - Spring 2018Although our example mutual fund has been around for over 84 years, most people do not have an 84-year time frame. Here we see what we would have received if we had invested $100 per month for 30 years, for 40 years, and for 40 years, increasing by $10 each year. We also see what would have been returned if we had invested $500 per month for 20 years. Disclaimer: Past results are not a guarantee of future returns! (Our lawyers told us to say that.)
This work is licensed under a Creative Commons Attribution 4.0 International License.