Use this financial calculation for a transparent scenario, ratio, valuation, pricing, or cash-flow estimate when all amounts, dates, rates, and compounding conventions are defined consistently.

Invested assets

Required number input.

Expense ratio (%)

Required number input.

Estimate one year of fund expenses from invested assets and an expense ratio. The tool evaluates the supplied inputs together and returns the named outputs below; it does not infer omitted operating conditions or change the units shown.^[1]

Annual cost

The resulting annual cost returned as a number.

• Financial outputs are conditional on inputs and model assumptions. Taxes, fees, liquidity, credit risk, volatility dynamics, inflation, timing, accounting policy, regulation, and estimation uncertainty can materially change realized results; this is not individualized financial advice.
• Use finite inputs in the displayed units and preserve more precision than the final presentation requires. Independently verify safety-critical, financial, compliance, or production decisions.

Test multiple scenarios, reconcile rates and cash-flow dates, retain full precision, and verify contractual, tax, market, and accounting inputs with current primary documents or qualified advice.

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