Fund calculator

The fund calculator covers "What if..." scenarios for the three areas of one-off investment, savings plan and withdrawal plan, whereby the withdrawal plan is divided into withdrawals without and with capital consumption.

The calculations can be linked to a specific fund, whose parameters (such as yield or front-end load) are then automatically included in the calculation.

It should be noted that a return achieved in the past is no guarantee of future success. The return (or performance) of the fund under consideration is calculated as a geometric annual average over three years or over all historical price data if this goes back less than three years.