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2001200220032004200520062007200820092010201120122013201420152016201720182019202020212022
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Average portfolio turnover for US investments per Russell Investments Blog4.00%2.00%2.00%5.00%6.00%9.00%9.00%8.00%2.00%3.00%5.00%4.00%7.00%9.00%10.00%6.00%8.00%11.00%7.00%7.00%12.00%
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Inflation-adjusted value of $10,000 since 2001 per this US inflation calculator$10,000$10,163$10,395$10,672$11,033$11,389$11,714$12,164$12,120$12,319$12,708$12,971$13,161$13,374$13,390$13,559$13,848$14,186$14,443$14,622$15,309$16,534
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Example no-cost ETF$10,000$11,200$10,100$11,700$15,300$18,900$23,300$24,200$15,300$21,100$23,200$21,600$25,800$28,400$32,400$30,100$35,200$40,300$40,100$50,000$49,300$54,300
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Example fund with average expense ratio and cap gains distributions$10,000$11,015$9,817$11,240$14,420$17,432$20,874$21,059$12,965$17,671$19,156$17,497$20,554$22,086$24,475$22,030$25,212$28,107$27,030$32,901$31,668$33,625
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Example fund with 2x average expense ratio and cap gains distributions$10,000$10,830$9,539$10,792$13,578$16,055$18,658$18,268$10,943$14,740$15,750$14,108$16,294$17,082$18,371$16,005$17,917$19,436$18,043$21,426$20,120$20,567
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