1. 每月投資金額： $7,250 每月投資金額： $5,000
基金平均報酬率：12% 基金平均報酬率：12%
年 累計投資 金 累計投資 金
期 額 基金本利合 額 基金本利合
$87,000 $60,000
1 $91,948 $63,413
$174,000 $120,000
2 $195,558 $134,867
$261,000 $180,000
3 $312,307 $215,384
$348,000 $240,000
4 $443,864 $306,113
$435,000 $300,000
5 $592,105 $408,348
$522,000 $360,000
6 $759,147 $523,550
$609,000 $420,000
7 $947,374 $653,361
$696,000 $480,000
8 $1,159,473 $799,636
$783,000 $540,000
9 $1,398,471 $964,463
$870,000 $600,000
10 $1,667,780 $1,150,193
$957,000 $660,000
11 $1,971,245 $1,359,479
$1,044,000 $720,000
12 $2,313,196 $1,595,308
$1,131,000 $780,000
13 $2,698,516 $1,861,045
$1,218,000 $840,000
14 $3,132,703 $2,160,485
$1,305,000 $900,000
15 $3,621,956 $2,497,901
$1,392,000 $960,000
16 $4,173,259 $2,878,110
$1,479,000 $1,020,000
17 $4,794,481 $3,306,539
$1,566,000 $1,080,000
18 $5,494,490 $3,789,303
$1,653,000 $1,140,000
19 $6,283,277 $4,333,294
$1,740,000 $1,200,000
20 $7,172,101 $4,946,277
安泰投顧： Michelle 製

2. 安泰投顧： Michelle 製

3. 差距金額
$28,536
$60,690
$96,923
$137,751
$183,757
$235,597
$294,013
$359,836
$434,008
$517,587
$611,766
$717,889
$837,470
$972,218
$1,124,055
$1,295,149
$1,487,942
$1,705,186
$1,949,982
$2,225,825