100萬起開始年取8萬,3%,4%,5% 通脹率賬戶情況
|
|
|
|
Balance |
|
|
Balance |
|
|
Balance |
without withdrawal |
Year |
SP500 Dividends reinvested |
Yearly withdrawal |
Principal |
1000000 |
Yearly withdrawal |
Principal |
1000000 |
Yearly withdrawal |
Principal |
1000000 |
1000000 |
1988 |
16.35 |
80000 |
1000000 |
1083500 |
80000 |
1000000 |
1083500 |
80000 |
1000000 |
1083500 |
1163500 |
1989 |
31.23 |
82400 |
Yearly inflation |
1339477 |
83200 |
Yearly inflation |
1338677 |
84000 |
Yearly inflation |
1337877 |
1526861 |
1990 |
-3.14 |
84872 |
3% |
1212545 |
86528 |
4% |
1210115 |
88200 |
5% |
1207668 |
1478918 |
1991 |
30.00 |
87418 |
|
1488891 |
89989 |
|
1483160 |
92610 |
|
1477358 |
1922593 |
1992 |
7.43 |
90041 |
|
1509475 |
93589 |
|
1499770 |
97241 |
|
1489885 |
2065442 |
1993 |
9.94 |
92742 |
|
1566775 |
97332 |
|
1551515 |
102103 |
|
1535877 |
2270746 |
1994 |
1.28 |
95524 |
|
1491305 |
101226 |
|
1470149 |
107208 |
|
1448329 |
2299812 |
1995 |
37.11 |
98390 |
|
1946339 |
105275 |
|
1910446 |
112568 |
|
1873236 |
3153272 |
1996 |
22.68 |
101342 |
|
2286427 |
109486 |
|
2234250 |
118196 |
|
2179889 |
3868434 |
1997 |
33.10 |
104382 |
|
2938852 |
113865 |
|
2859922 |
124106 |
|
2777326 |
5148886 |
1998 |
28.34 |
107513 |
|
3664210 |
118420 |
|
3552004 |
130312 |
|
3434109 |
6608080 |
1999 |
20.88 |
110739 |
|
4318558 |
123156 |
|
4170506 |
136827 |
|
4014324 |
7987848 |
2000 |
-9.03 |
114061 |
|
3814531 |
128083 |
|
3665827 |
143669 |
|
3508162 |
7266545 |
2001 |
-11.85 |
117483 |
|
3245026 |
133206 |
|
3098221 |
150852 |
|
2941593 |
6405459 |
2002 |
-21.97 |
121007 |
|
2411087 |
138534 |
|
2279007 |
158395 |
|
2136930 |
4998180 |
2003 |
28.36 |
124637 |
|
2970234 |
144075 |
|
2781259 |
166314 |
|
2576649 |
6415664 |
2004 |
10.74 |
128377 |
|
3160860 |
149838 |
|
2930127 |
174630 |
|
2678751 |
7104706 |
2005 |
4.83 |
132228 |
|
3181302 |
155832 |
|
2915820 |
183361 |
|
2624774 |
7447863 |
2006 |
15.61 |
136195 |
|
3541709 |
162065 |
|
3208915 |
192530 |
|
2841971 |
8610475 |
2007 |
5.48 |
140280 |
|
3595514 |
168548 |
|
3216215 |
202156 |
|
2795555 |
9082329 |
2008 |
-36.55 |
144489 |
|
2136865 |
175290 |
|
1865399 |
212264 |
|
1561516 |
5762738 |
2009 |
25.94 |
148824 |
|
2542344 |
182301 |
|
2166982 |
222877 |
|
1743696 |
7257592 |
2010 |
14.82 |
153288 |
|
2765831 |
189594 |
|
2298535 |
234021 |
|
1768091 |
8333167 |
2011 |
2.10 |
157887 |
|
2666027 |
197177 |
|
2149627 |
245722 |
|
1559499 |
8508164 |
2012 |
15.89 |
162624 |
|
2927035 |
205064 |
|
2286138 |
258008 |
|
1549296 |
9860111 |
2013 |
32.05 |
167502 |
|
3697647 |
213267 |
|
2805578 |
270908 |
|
1774936 |
13020276 |
2014 |
13.52 |
172527 |
|
4025042 |
221798 |
|
2963095 |
284454 |
|
1730454 |
14780618 |
2015 |
1.38 |
177703 |
|
3902884 |
230669 |
|
2773316 |
298677 |
|
1455658 |
14984590 |
2016 |
11.77 |
183034 |
|
4179219 |
239896 |
|
2859839 |
313610 |
|
1313378 |
16748276 |
2017 |
21.61 |
188525 |
|
4893823 |
249492 |
|
3228358 |
329291 |
|
1267909 |
20367579 |
2018 |
-4.23 |
194181 |
|
4492633 |
259472 |
|
2832327 |
345755 |
|
868521 |
19506030 |
2019 |
31.20 |
200006 |
|
5694329 |
269851 |
|
3446163 |
363043 |
|
776456 |
25591912 |
2020 |
18.06 |
206007 |
|
6516718 |
280645 |
|
3787895 |
381195 |
|
535489 |
30213811 |
2021 |
28.50 |
212187 |
|
8161796 |
291870 |
|
4575574 |
400255 |
|
287848 |
38824747 |
2022 |
-18.04 |
218552 |
|
6470855 |
303545 |
|
3446595 |
420268 |
|
-184348 |
31820763 |
2023 |
26.29 |
225109 |
|
7946934 |
315687 |
|
4037018 |
441281 |
|
-674094 |
40186441 |
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100萬起開始年取8萬,3%,4%,5% 通脹率賬戶情況