Are you and your loved ones ready for retirement or other important life events? Our calculators can help get and keep you on track!
Monthly Investing Calculator
Determine how much your savings can grow by investing every month. This calculator allows you to start with an initial investment amount and make additional monthly investments. It assumes a steady rate of return and no withdrawals. Enter different rates of return and number of years to see how it effects reaching your goal. The accuracy of this calculator and its applicability to your circumstances isn't guaranteed.
Future Value Calculator - One Time Investment
This calculator show the compounded value of an one time investment with no withdrawals and a steady rate of return. Change the rate of return and the number of months to see how it effects your goal. The accuracy of this calculator and its applicability to your circumstances isn't guaranteed.
Account Value - Volumetric Fund (VOLMX)
Determine your account value below. Enter the number of shares you own and the share price (NAV) on a particular day. You can find the current NAV on our Home page or any major website under the Fund's ticker symbol "VOLMX". The below default value is the share price on 12/31 of last year and the opening value for this year.