Fee Drag Analyzer

Quantify compound impact of fees over time.

JavaScript Required: This computational tool requires JavaScript to run locally in your browser. No data is sent to external servers. For the manual mathematical formulas, see the methodology section below.

Methodology & Assumptions

Calculates the 10-year compounded difference between gross and net returns, assuming a 7% annualized gross growth rate.

Inputs are processed locally in your browser.
Default assumptions reflect 2024 IFO composite data.
Does not account for tail-risk events.

Fee Drag Analyzer

Modeled Output

Methodology & Assumptions