AshtonCrest
Stable Retirement Fund
Focused on capital preservation and steady growth
Client
Carlos Hernández
Investment scenario
Initial Investment
$2,000,000
Starting capital
Monthly Contribution
$30,000
Regular deposits
Projected Value
$24,813,553
After 25 years
Investment Growth Projection (25 Years)
Short-term Growth (5 Years)
Final Value Breakdown
Scenario Parameters
Return Rate
5.0% annually
Time Horizon
25 years
Total Return
125.6%
Total Contributions:$11,000,000
Investment Growth:+$13,813,553
Final Portfolio Value:$24,813,553