Return Simulator
Your investment
US$
What you expect from the S&P 500 (per year)
%
What you expect from 36 Asset Management vs the S&P 500 (per year)
%
Horizon
Your result
Your wealth
–
–
Net return / year
–
after all fees
Total fees
–
–
Management fee (2%)–
Performance fee (20% above the S&P 500, from 2028)–
Same money in the S&P 500–
Difference with 36 Asset Management–
Year by year (US$)
| Year | Beginning | End gross | Mgmt fee | Perf fee | End net | End S&P 500 |
|---|
* Since October; 2026 counts as a quarter of a year.
The terms behind the numbers. 2% annual management fee.
No performance fee until 2028. From the 2028 performance year: 20% of returns
above the S&P 500 Total Return Index, with a high-water mark, and never
charged on a negative year. Withdrawals at any time; no lock-ups, no gates.