Calculators Suite


ComputeResults

Historical Returns

What Could I Have Earned?

Often, when trying to calculate a savings goal, you are asked to estimate a reasonable rate of return. But what rate of return is reasonable? Historical returns, while no guarantee of future performance, may be useful as guidelines. This calculator allows you to calculate the historical annual return, among other figures, of a hypothetical portfolio where you choose the allocation and the dollar amounts invested.

Complete the allocation, investment dates, and amounts below, then click Submit.




Enter the percentage of a hypothetical portfolio invested in each asset class (must total to 100%).

Large-Cap Stocks: %
Small-Cap Stocks: %
Foreign Stocks: %
Bonds: %
Cash: %

Choose a starting date.

Start Month

Start Year

 

Choose an ending date.

End Month

End Year

 

What is the initial amount invested?

$

How much is regularly added each month?

$