Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Why is the advertized annual return of 6.26% different from the interest amount calculated from the Statement of Account?

0
10

It is a regulatory requirement for all investment companies to calculate and provide their market returns. The market returns for the Heritage Plans are: 1 year – 6.26%, 3 year – 5.26%, 5 year – 4.71% and 10 year – 6.39%.

Related Questions

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.

Experts123