Multiple Asset Mix Calculator

Use the Multiple Asset Mix Calculator to compute the annual values for up to ten asset classes.

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 all asset classes should total 100 percent.

Mutiltiple Asset Mix Calculator
Initial Amount Invested ($):

Mix

Rate of Return

Asset Class 1:

% %

Asset Class 2:

% %

Asset Class 3

% %

Asset Class 4:

% %

Asset Class 5:

% %

Asset Class 6:

% %

Asset Class 7:

% %

Asset Class 8:

% %

Asset Class 9:

% %

Asset Class 10:

% %

Number of Years:

Do not enter $ or % in any field.

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