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Why returns must account for inflation, fees and taxes

Published 1 September 2026 · Updated 10 September 2026 · 6 min read

A portfolio’s headline return is not the increase in purchasing power that the investor can keep.

SIMPLIFIED ILLUSTRATIONWhat remains from a 7% headline return?
HEADLINE7.00%
INFLATION2.50%
FEE0.19%
INTERNAL TAX DRAG0.23%
=
APPROXIMATE REAL RETURN3.97%

The calculator compounds these layers rather than simply subtracting them. Personal tax is not included here.

If future investments are projected with a headline return while today’s spending stays fixed, the two sides are measured in different money. A useful plan asks how much purchasing power may remain.

Three layers answer different questions

1Inflation

Turns a nominal return into growth in purchasing power.

2Product costs

Fees and other costs reduce what remains invested.

3Tax

May apply inside a fund, on distributions, or when gains are realised.

The site uses one editable inflation assumption as a common yardstick. A household’s own costs can rise differently from a published consumer-price index, so a detailed scenario can also change spending.

Tax cannot always be one percentage

Dividends may be taxed when received, while capital gains may only be taxed when sold. When $10 of an investment is sold, tax should apply only to the gain inside that $10, not to returned capital. This is why a detailed plan can store acquisition cost and why the public calculator leaves personal tax out.

A hidden cost can occur inside a fund

When companies pay dividends to an international fund, some tax may be withheld before the fund reinvests the money. The investor may never see a separate line for it.

For one audited Irish world index fund in one financial year, our estimate is about 0.23% of fund assets. That does not mean a 23% annual tax and it is not a universal rate.

Show the 0.23% calculation

The Vanguard FTSE All-World UCITS ETF reported $681,582,910 of dividend income and $78,871,274 of current income withholding tax for the year ended 30 June 2025. That is 11.57% of the dividends received.

$78,871,274 ÷ $681,582,910 = 11.57%

Using the simple average of opening and closing net assets, dividend income was about 1.96% of estimated average assets.

$681,582,910 ÷ $34,778,312,984 = 1.96%

Multiplying the two gives an estimated drag of 0.227% of assets, rounded to 0.23%.

11.57% × 1.96% = 0.227%

The average-assets method is approximate, and another fund or year can be different.

Why the world-index example says 4.75%

The 2025 Yearbook reported a 5.2% annualised real return for world equities from 1900 to 2024. With a 2.5% inflation assumption, the example 0.19% product fee and 0.23 percentage-point withholding drag give about 4.78% after inflation and before personal tax. The calculator uses the unrounded result from those editable inputs. Some article illustrations use an approximate 4.75% real return; that is not the exact default displayed by the calculator.

Each layer stays editable in the detailed account. If an entered fund return already includes a cost, that cost should not be subtracted again.

Sources and further reading