Single Fund Calculator

Project one holding's dividend or distribution income forward by years, or solve for the date you'd hit a target monthly income. Save up to 5 calculations, then compare them side by side in your account.

“Investing is not about beating others at their game. It’s about controlling yourself at your own game.” – Benjamin Graham

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Create a free account to save your settings.

What this assumes:
  • We use the payout rate exactly as you enter it, the whole way through — this doesn't guess whether that rate goes up, goes down, or the fund's price changes over time.
  • If you're adding money monthly but the fund pays out twice a month, we split your monthly amount evenly between those two payouts.
  • The fund picker above covers 14 of the most common Canadian funds (5 lower-risk, 5 medium-risk, 4 higher-risk) using our own periodically-updated notes, not live market data — always fine to adjust the numbers yourself.
  • Don't see your fund? Look it up yourself at Yahoo Finance Canada — search the ticker, and look for "Forward Dividend & Yield" on its summary page for the payout rate. To figure out how often it pays, check its dividend history: payments landing roughly once a month mean monthly, twice a month means semi-monthly.