The graph shows you the power of compounding effect and the resulting investment gains.
i. Enter your target budget. (default USD20,000)
ii. Decide how you would make the investment.
iii. Adjust the time range by sliding the shaded region above.
iv. The below list will show you the performance of different portfolio.
Your Investment
Total Budget (USD)
Date Range: 2005 to 2010
How to Make the Investment
All Equity
Cumulative Earnings
4,522.39
Total Rate of Return
22.61%
Annualized Rate of Return
4.09%
All Bond
Cumulative Earnings
7,546.78
Total Rate of Return
37.73%
Annualized Rate of Return
6.50%
Mixed Portfolio (50% Equity, 50% Bond)
Cumulative Earnings
6,311.90
Total Rate of Return
31.56%
Annualized Rate of Return
5.54%
While we have endeavoured to ensure the content of the mini-game is accurate, comprehensive and timeliness at the time of preparation and/or updating of the mini-game, however, we do not guarantee nor warrant the accuracy, completeness and timeliness of the data source. Thus, we are not liable for any claim and/or loss arising from the data source.
Any opinion or information contained in the mini-games is made on a general basis and should not be relied upon by the readers as advice. AIA reserves the right to make changes and amendments to its opinions expressed and information contained in the mini-game at any time, without any prior notice. You are advised to seek independent advice from appropriate professionals (such as, licensed investment advisor/financial consultants, etc.) before making any decision on the topic(s) mentioned in the mini-game. AIA expressly disclaims all liability for the use or interpretation by others of information contained in this mini-game.
Investments involve risks. The past performance figures shown are not indicative of future performance and the price of shares or units and the income from them may go up as well as down; and sometime the investment may even become valueless in adverse situation.