This calculator helps investors understand how the yield and net asset value (NAV) movement of floating NAV money funds vs. stable NAV money funds could impact returns.
This hypothetical calculation shows the total return of floating NAV money funds as compared to stable NAV money funds.
|Investment type||NAV movement ($)||Income ($)||Total Return ($)|
|Stable NAV money market|
|Floating NAV money market|
|Mix of stable and floating NAV||–||–||–|
|Mix of stable and floating NAV|
Source: Wells Fargo Asset Management
Days for a floating NAV to return to initial investment
Days for a floating NAV to match the total return of a stable NAV investment
Days for the allocation of floating and stable NAV to return to initial investment
The Money Market Fund Total Return Calculator is intended to serve as an educational tool and is for illustrative purposes only. The results are not guaranteed to be accurate and should not be relied upon or deemed as investment and/or tax advice. Your circumstances are unique, may change over time and may need to be adjusted. You should consult with a qualified professional to discuss your individual situation and determine how often you should reassess your situation. No record of this calculation or its results will be maintained.