The Regular Withdrawals chart enables you to see the effect of investing a regular amount in an investment.

The chart can be manipulated by changing the following:

Performance Period

Choose the period you want to analyse which can be set time periods such as 1 month, 6 months, 1 year, 20 years or start of data and year to date. You can also add in your own user specified time periods as well as adding in up to 4 different periods.

Data Frequency

You can choose to select the data either daily, weekly, monthly or quarterly.

Investment Option

This allows you to change the chart from a withdrawals chart to a savings chart (please see Regular Savings Chart for more information on this option).

Withdrawal Frequency

This option allows you to set how often your regular withdrawals are made, either monthly, quarterly or yearly.

Withdrawal Date/Initial Withdrawal Date

This allows you to set the specific date for monthly withdrawals or the date of your initial withdrawal for quarterly and yearly withdrawals.

Initial Investment

You are required to enter an initial investment amount.

Withdrawal Type

This option allows you to set the withdrawal as an Annual % or Regular amount.

Withdrawal %/Amount

This option will change depending on your selection for Withdrawal Type. This field allows you to enter either the annual % or regular amount being withdrawn.

Note: A maximum of 12 instruments can be plotted on the chart.