Portfolio Growth Over Time
Low-Cost Index Funds
No Advisor
VTI / VXUS / BND
- Final Value
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- Total Contributed
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- Total Gain
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- CAGR
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- Fees Paid
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- Est. Tax at Sale
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- After-Tax Value
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With Advisor
Same funds + advisor fees
- Final Value
- —
- Total Contributed
- —
- Total Gain
- —
- CAGR
- —
- Fees Paid
- —
- Taxes Paid
- —
- Est. Tax at Sale
- —
- After-Tax Value
- —
Actively Managed Funds
No Advisor
AGTHX / DODFX / PTTAX
- Final Value
- —
- Total Contributed
- —
- Total Gain
- —
- CAGR
- —
- Fees Paid
- —
- Est. Tax at Sale
- —
- After-Tax Value
- —
With Advisor
Active funds + advisor fees
- Final Value
- —
- Total Contributed
- —
- Total Gain
- —
- CAGR
- —
- Fees Paid
- —
- Taxes Paid
- —
- Est. Tax at Sale
- —
- After-Tax Value
- —
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Disclaimer: This tool uses real historical data for educational purposes only.
Past performance does not guarantee future results. Market crash annotations (Dot-com, 2008 Financial Crisis,
COVID-19) mark approximate peak-to-trough start dates. Red-shaded regions mark periods of yield curve
inversion (10Y–2Y Treasury spread < 0, FRED T10Y2Y). This is not financial advice.
Always consult a qualified financial professional before making investment decisions.