Portfolio Backtesting Calculator

Test how a portfolio would have performed with different asset allocations.

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Backtest

Enter your portfolio allocation and expected returns for each asset class.

Portfolio value after 20 years
$0
CAGR: 0%

Worked example

With the default inputs shown below, this calculator returns the following results:

InputValue
Initial investment ($)$100,000
Stocks allocation (%)60%
Bonds allocation (%)30%
Cash allocation (%)10%
Time period (years)20
ResultValue
Portfolio value after 20 years$440,874

Values shown are produced by this page in your browser; change any input to update them.

How to use the Backtest

  1. Initial investment ($) — default $100,000
  2. Stocks allocation (%) — default 60%
  3. Bonds allocation (%) — default 30%
  4. Cash allocation (%) — default 10%
  5. Time period (years) — default 20
  6. Press Calculate to update the results instantly.

Frequently asked questions

Sources & references