What charges do index funds have?

Low-cost index funds typically charge 0.07–0.25% per year (OCF). This compares to 0.75–1.5% for actively managed funds.

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Index Fund Calculator

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How to Use

Enter an initial lump sum, regular monthly contribution, expected annual return, and investment horizon to project your index fund portfolio value. Global index funds tracking the MSCI World or S&P 500 have historically returned around 7–10% per year after inflation over long periods. This calculator does not account for fund charges — a 0.1–0.2% annual charge on a low-cost index fund has a negligible impact over most horizons.

Frequently Asked Questions

❓ Frequently Asked Questions

Global equity index funds have historically returned around 7–10% per year over long periods (20+ years), though past performance does not guarantee future results.

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