USA-Calc
🗂️

Portfolio Return Calculator

Calculate the weighted return of a multi-asset investment portfolio.

About This Calculator

The classic 60/40 stock-bond portfolio has returned roughly 8.5% annually over the past 50 years. The exact allocation should reflect time horizon and risk tolerance — a 25-year-old can weather 100% equities while a retiree may need 40–60% in bonds and income assets.

Related Calculators

📐Sharpe Ratio Calculator🧩Asset Allocation Calculator📈CAGR Calculator📈Compound Interest Calculator💵Simple Interest Calculator📊ROI Calculator