Income vs. Compounded Return

See how monthly income can grow when distributions are reinvested.

Based on the fund reference chart at a 10% annual return assumption. Choose an initial investment to compare projected compounded value with annual income generated.

$10,000

$83.33 monthly income

$25,000

$208.33 monthly income

$50,000

$416.67 monthly income

$100,000

$833.33 monthly income

$100,000 INVESTMENT

$259,374 projected value by year 10

YEAR 10 INCOME $23,579

Compound ROI including principal

Generated income

Years 1 to 10

INCOME VS. COMPOUNDED RETURN

See how monthly income can grow when distributions are reinvested.

Based on the fund reference chart at a 10% annual return assumption. Choose an initial investment to compare projected compounded value with annual income generated.

$10,000

$83.33 MONTHLY INCOME

$25,000

$208.33 MONTHLY INCOME

$50,000

$416.67 MONTHLY INCOME

$100,000

$833.33 MONTHLY INCOME

$10,000 INVESTMENT

$25,937 projected value by year 10

YEAR 10 INCOME $2,358