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Basic Asset Mix Calculator

Use the Basic Asset Mix Calculator to compute the annual values for a hypothetical portfolio of stocks, bonds and cash.

Complete the the form and click on the Calculate Returns button. In a few seconds the results will be displayed on a new page. All rates of return are annual.

A rate of return may be a negative number. The sum of the percent mix of stocks, bonds and cash should total 100 percent.


Basic Asset Mix Calculator
Initial Amount Invested:
                         $
Percent Mix Stocks:
%
Percent Mix Bonds:
%
Percent Mix Cash:
%
Stock Rate of Return:
%
Bond Rate of Return:
%
Cash Rate of Return:
%
Number of Years:
                           


See Multiple Asset Class Calculator to calculate returns for up to ten asset classes.

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