Income Fund Investment Calculator
Estimate your potential returns from the Harvey Capital Income Fund. Your investment amount determines your annual rate — adjust the slider below to see your projected monthly income and long-term growth.
Rate Schedule
Inputs
Estimated Returns
At $250,000, you qualify for the 9.0% annual rate. Interest is paid monthly as a distribution of $1,875. No management fees. No investor fees. Simple 1099-INT tax reporting.
10-Year Growth
10-Year Projection
| Year | Principal | Interest Earned | Total Value |
|---|---|---|---|
| 1 | $250,000 | $22,500 | $272,500 |
| 2 | $250,000 | $22,500 | $295,000 |
| 3 | $250,000 | $22,500 | $317,500 |
| 4 | $250,000 | $22,500 | $340,000 |
| 5 | $250,000 | $22,500 | $362,500 |
| 6 | $250,000 | $22,500 | $385,000 |
| 7 | $250,000 | $22,500 | $407,500 |
| 8 | $250,000 | $22,500 | $430,000 |
| 9 | $250,000 | $22,500 | $452,500 |
| 10 | $250,000 | $22,500 | $475,000 |
| Total | $250,000 | $225,000 | $475,000 |
This calculator is for illustrative purposes only and does not guarantee any specific return. Targeted returns are not guaranteed and depend on loan performance, borrower behavior, and market conditions. The Harvey Capital Income Fund is available to accredited investors only under Rule 506(c). Past performance is not indicative of future results. Consult with a financial advisor before making investment decisions.
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Learn more about the Harvey Capital Income Fund or schedule a conversation to discuss how it fits your portfolio.