Calculators Suite


ComputeResults

Asset Allocation Analyzer

What can you expect from your current asset allocation? Can it be improved upon? This calculator uses a Monte Carlo simulation with historical returns to project the return you may potentially achieve with your current asset allocation. You can also choose a second allocation to see how changes might affect your chances of hitting your target return.

To estimate your potential returns, fill in your current and proposed asset allocations below, then hit Submit. If the asset class choices don't exactly match your holdings, choose the closest alternative. You can choose up to eight asset classes. Enter either dollar values or percentages.

Keep in mind, asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.


What is your current age?


  1. 14
  2. 35
  3. 56
  4. 78
  5. 99

Value:  

At what age do you plan to retire?


  1. 55
  2. 60
  3. 65
  4. 70
  5. 75

Value:  

How much do you currently have set aside for retirement?

Percentage (%)    Dollar ($)

Asset Class Pre-Retirement Post-Retirement

U.S. Stocks
   Large-Cap Stocks
   Small-Cap Stocks
Foreign Stocks
   Developed Markets
   Emerging Markets
Bonds
   U.S. Government Bonds
   Broad Investment-Grade
Money Market/Cash
Real Estate
Commodities
Totals: 0 0
Asset Class Pre-Retirement Post-Retirement

U.S. Stocks
   Large-Cap Stocks
   Small-Cap Stocks
Foreign Stocks
   Developed Markets
   Emerging Markets
Bonds
   U.S. Government Bonds
   Broad Investment-Grade
Money Market/Cash
Real Estate
Commodities
Totals: 0 0