| Table 1. Determining Your Required Gross Return to Achieve a Net Return Goal | |||||||||||
| Discount Broker Management Fees: 0% Round-Trip Transaction Cost: 1.5% |
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| Portfolio Turnover Ratio (%) |
To achieve this net performance return: | ||||||||||
| 1% | 5% | 6% | 7% | 8% | 9% | 10% | 11% | 12% | 15% | 20% | |
| Your gross return would have to be: | |||||||||||
| 0 | 1.0 | 5.0 | 6.0 | 7.0 | 8.0 | 9.0 | 10.0 | 11.0 | 12.0 | 15.0 | 20.0 |
| 25 | 1.4 | 5.4 | 6.4 | 7.4 | 8.4 | 9.4 | 10.4 | 11.4 | 12.4 | 15.4 | 20.4 |
| 50 | 1.8 | 5.8 | 6.8 | 7.8 | 8.8 | 9.8 | 10.8 | 11.8 | 12.8 | 15.8 | 20.8 |
| 75 | 2.1 | 6.1 | 7.1 | 8.1 | 9.1 | 10.1 | 11.1 | 12.1 | 13.1 | 16.1 | 21.1 |
| 100 | 2.5 | 6.5 | 7.5 | 8.5 | 9.5 | 10.5 | 11.5 | 12.5 | 13.5 | 16.5 | 21.5 |
| 150 | 3.3 | 7.3 | 8.3 | 9.3 | 10.3 | 11.3 | 12.3 | 13.3 | 14.3 | 17.3 | 22.3 |
| 200 | 4.0 | 8.0 | 9.0 | 10.0 | 11.0 | 12.0 | 13.0 | 14.0 | 15.0 | 18.0 | 23.0 |
| Mutual Fund Management Fees: 1% Round-Trip Transaction Cost: 1% |
|||||||||||
| Portfolio Turnover Ratio (%) |
To achieve this net performance return: | ||||||||||
| 1% | 5% | 6% | 7% | 8% | 9% | 10% | 11% | 12% | 15% | 20% | |
| Your gross return would have to be: | |||||||||||
| 0 | 2.0 | 6.0 | 7.0 | 8.0 | 9.0 | 10.0 | 11.0 | 12.0 | 13.0 | 16.0 | 21.0 |
| 25 | 2.3 | 6.3 | 7.3 | 8.3 | 9.3 | 10.3 | 11.3 | 12.3 | 13.3 | 16.3 | 21.3 |
| 50 | 2.5 | 6.5 | 7.5 | 8.5 | 9.5 | 10.5 | 11.5 | 12.5 | 13.5 | 16.5 | 21.5 |
| 75 | 2.8 | 6.8 | 7.8 | 8.8 | 9.8 | 10.8 | 11.8 | 12.8 | 13.8 | 16.8 | 21.8 |
| 100 | 3.0 | 7.0 | 8.0 | 9.0 | 10.0 | 11.0 | 12.0 | 13.0 | 14.0 | 17.0 | 22.0 |
| 150 | 3.5 | 7.5 | 8.5 | 9.5 | 10.5 | 11.5 | 12.5 | 13.5 | 14.5 | 17.5 | 22.5 |
| 200 | 4.0 | 8.0 | 9.0 | 10.0 | 11.0 | 12.0 | 13.0 | 14.0 | 15.0 | 18.0 | 23.0 |