See how your capital can grow through index investing and scheduled savings.
How much do you need to invest to reach your goals?
To reach your goal, you need to invest:
$0
monthly for 0 years
Total you would contribute
$0
What you earn in interest
$0
💡 Tip: The sooner you start, the less you need to save each month thanks to compound interest.
Detailed information about each option and its fees
The S&P 500 is a stock market index representing the 500 largest companies in the United States. By investing in an index fund, your money automatically tracks the performance of these leading companies such as Apple, Microsoft, Amazon, Google, and more.
* The rates shown in the simulator already include the fee deduction
Perfect for investors seeking long-term growth (5+ years) who are willing to accept the market's natural volatility in exchange for higher returns.
It is a savings plan similar to a supplementary pension fund. Your money is invested in fixed-income instruments (government bonds, bank certificates) that offer stable and predictable returns.
* The rates shown in the simulator already include the fee deduction
Recommended for conservative investors who prioritize capital safety over accelerated growth, or for those who will need their money in the short to medium term.
| Feature | Index Fund | Scheduled Savings |
|---|---|---|
| Expected return (net) | 6% - 9.5% | 4% - 5% |
| Volatility | High | Low |
| Recommended horizon | 5+ years | 1+ years |
| Management fee | 0.50% - 1.00% | 0.80% - 1.50% |
| Investor profile | Moderate to Aggressive | Conservative |
Important Note:
The return rates shown are estimates based on historical averages and already include the deduction of management fees. Past returns do not guarantee future returns. Exact fees may vary depending on the financial institution.
Complete your information to personalize your projection
Answer the following questions to determine your profile
Seeks a balance between safety and growth.
Projected rate (Fund)
8%
Projected rate (Savings)
4.5%
Profile: Moderate • Rate: 8% per year
Current rate: 8%
If you DON'T invest and leave your money in a traditional savings account (1% per year):
You would have at the end
$0
Money you LOSE by not investing
-$0
Inflation impact (4% per year):
Your money today: $0
Real purchasing power in 0 years: $0
* With inflation, you need more money in the future to buy the same as today
Home
Goal: $150,000
In X years
Car
Goal: $30,000
In X years
Dream Trip
Goal: $10,000
In X months
| Year | Capital Contributed | Interest | Total Accumulated |
|---|
Profile: Base • Rate: 4% per year
| Year | Capital Contributed | Interest | Total Accumulated |
|---|
Comparative analysis of your projections
| Strategy | Total Contributed | Interest Earned | Final Value |
|---|---|---|---|
| 📈 S&P 500 Index Fund | $0 | $0 | $0 |
| 🏦 Scheduled Savings | $0 | $0 | $0 |
Difference in favor of the Index Fund
$0
⚠️ Projection based on average historical returns. It does not constitute a guarantee of future returns. Planning for illustrative purposes only. The rates shown already include the deduction of management fees.
An analyst will review your case
and will contact you soon
Your contact details:
📧 email@example.com
📱 +52 55 1234 5678
⏰ Next steps: Our team of advisors will review your profile and projections. You will receive a call within the next 24-48 hours to go over the results and answer any questions.