Investment Performance
The 10-Year Performance Snapshot
What $100,000 grew to in 10 years, ranked by total return.
Total return figures reflect cumulative results for each portfolio over the 10-year period from 2016 through 2025 and assume reinvestment of all dividends and distributions. Returns shown do not reflect taxes, sales charges, or transaction costs. Past performance does not guarantee future results, and actual results will vary. For illustration and comparison only. Not investment advice.
Hypothetical Illustration
Run Your Own MoneyLetter Story
Enter how long you have subscribed to MoneyLetter and how much you started with. We will project a hypothetical portfolio using the MoneyLetter All-Family Moderate Model and compare it to what you paid for the subscription along the way.
Hypothetical only. Past performance does not guarantee future results. Minimum investment for this illustration is $10,000.
Starting Investment
Lump sum at year zero
Ending Portfolio Value
After 0 years
Total Subscription Paid
0 years at $129
Net Gain After Subscription
Investment gains minus subscription cost
The Verdict
Was It Worth It?
Your hypothetical investment gains were many multiples of what you paid for the subscription.
This calculator is a hypothetical illustration based on the historical annual returns of the MoneyLetter All-Family Moderate Model from 1987 through 2025. The years shown reflect the most recent period matching your selected timeframe. Calculations assume a single lump-sum investment at the start of the period with annual compounding. Returns shown do not reflect taxes, transaction costs, or any fees other than the stated MoneyLetter subscription. Past performance does not guarantee future results, and actual results will vary. This tool is for educational and comparison purposes only, and it does not constitute investment advice or a recommendation to buy or sell any security.
What is MoneyLetter’s Investment Performance?
Our investment performance page provides a transparent view of how our ETF and mutual fund newsletter strategies have performed over time. This overview allows you to evaluate results across different market environments and assess how our model portfolios and fund selections have delivered measurable outcomes relative to broader markets.
Why Does It Matter?
Evaluating investment performance helps investors understand whether a strategy has historically supported disciplined, diversified portfolio construction. Reviewing results in context allows you to assess consistency, risk management, and how recommendations have aligned with long-term investment objectives.
The Takeaway
We encourage you to review our track record to see how our ETF and mutual fund strategies have performed across varying market cycles.
For those interested in applying these approaches within a broader financial plan, additional guidance and insights are available upon request. Visit www.moneyletter.com/contact