Historical Portfolio Returns Calculator
Historical Portfolio Returns Calculator
Is there a tool on the web somewhere that would let me put in a hypothetical asset allocation across the 9 style boxes plus bonds and it would produce the historical return of that AA over a specified time period? I am sure there must be such a calculator, but I have never stumbled across it. Thought it might be common knowledge here. Thanks!
Re: Historical Portfolio Returns Calculator
Have you looked at portfoliovisualizer? https://www.portfoliovisualizer.com/Scorpion wrote:Is there a tool on the web somewhere that would let me put in a hypothetical asset allocation across the 9 style boxes plus bonds and it would produce the historical return of that AA over a specified time period? I am sure there must be such a calculator, but I have never stumbled across it. Thought it might be common knowledge here. Thanks!
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Re: Historical Portfolio Returns Calculator
Or bogleheads own simba's backtesting spreadsheet?
https://www.bogleheads.org/wiki/Simba%2 ... preadsheet
https://www.bogleheads.org/wiki/Simba%2 ... preadsheet
- Taylor Larimore
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- Location: Miami FL
Re: Historical Portfolio Returns Calculator
Scorpion:Scorpion wrote:Is there a tool on the web somewhere that would let me put in a hypothetical asset allocation across the 9 style boxes plus bonds and it would produce the historical return of that AA over a specified time period? I am sure there must be such a calculator, but I have never stumbled across it. Thought it might be common knowledge here. Thanks!
Be careful what you ask for.
Best wishes.Jack Bogle: "The biggest mistake investors make is looking backward at performance and thinking it’ll recur in the future."
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle
Re: Historical Portfolio Returns Calculator
Thanks everybody. These were exactly what I was looking for. Definitely understand past performance is no prediction of future results, but I really need to lock in on an asset allocation for pending retirement so that I can stay the course as I have for the last 17+ years. I find that, as I have started to add bonds, I am much more concerned about market performance and sequence of returns risk. I need to find a retirement AA to lock in on, and if these help me to set it and forget it, it will be helpful.
- willthrill81
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Re: Historical Portfolio Returns Calculator
Very true, but if it weren't for their historical performance, few of us would be in equities at all.Taylor Larimore wrote:Scorpion:Scorpion wrote:Is there a tool on the web somewhere that would let me put in a hypothetical asset allocation across the 9 style boxes plus bonds and it would produce the historical return of that AA over a specified time period? I am sure there must be such a calculator, but I have never stumbled across it. Thought it might be common knowledge here. Thanks!
Be careful what you ask for.
Best wishes.Jack Bogle: "The biggest mistake investors make is looking backward at performance and thinking it’ll recur in the future."
Taylor
The Sensible Steward
- Taylor Larimore
- Posts: 32842
- Joined: Tue Feb 27, 2007 7:09 pm
- Location: Miami FL
Re: Historical Portfolio Returns Calculator
Scorpion:Scorpion wrote: I need to find a retirement AA to lock in on, and if these help me to set it and forget it, it will be helpful.
I am pleased to see that you realize the importance of Asset-Allocation. Except for regular savings, I consider it our most important investment decision because it determines our expected risk and expected return.
No one knows their perfect asset-allocation but this Vanguard Investment Questionnaire will be helpful.
Best wishes
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle