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Taxable Equivalent Yield Calculator

What is the taxable equivalent yield on a tax-free fund? Enter your federal and state income tax rates and an annual yield on a hypothetical tax-free fund.

Your Federal income tax rate(%)
Your State income tax rate (%)
Annual yield on hypothetical tax-free fund (%)
Click calculate to find out what the taxable equivalent yield on a tax-free fund would be.You must fill in all the entry boxes to use this calculator.

The tax-free yield for a fund exempt from federal tax would be
The tax-free yield for a fund exempt from federal and state taxes would be

If you would like more information about tax-free funds click here.

This calculator is intended to serve as an educational tool only, and should not be considered investment advice.

Information provided here is neither tax nor legal advice and is general in nature. You should consult your tax advisor, financial advisor or local taxing authority for specific information regarding your tax situation as every tax situation is different. Federal and state laws and regulations are subject to change and may have a material impact on pre-and/or after-tax investment results. U.S. Global Investors family of funds disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.