Investment Cost Calculator

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Useful information about the investment fee calculator on

  • The fee calculator for investors makes it easy to find out how costs impact your final capital. The fee impact calculator shows you how high the total cost of fees is across a specified investment term, and how much of your capital you will lose to fees.
  • The fee impact calculator can be used for many different kinds of investments for which percentage-based fees are used. Calculations account for one-time fees at the start and end of the investment term, and for recurring annual fees. Examples of recurring fees include account, custody, and management fees. The calculator calculates the total fees in Swiss francs, and the final capital before and after deducting total fees.
  • In addition to the initial capital which you will invest from the start, you can also include additional, ongoing deposits to calculations. The return which you expect to earn on your investment can also be accounted for. The anticipated return should include the expected annual increase in the value of your investment, and possible dividends, interest, or coupon payments. The gross return does not account for fees. The anticipated returns used for calculations can also be negative.
  • The figures you enter are not rounded off. Calculator results are rounded to the nearest centime.
  • has specialized calculators for ETFs and mutual funds. These let you calculate the impact of fees on these investment types even more precisely. Go to the mutual fund calculator and the ETF calculator now.
  • You can find an overview of all calculators here.
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