Portfolio Return Calculator

Enter values of your assets and find out the potential of your portfolio return in future.


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What is Portfolio Return?

Portfolio Return refers to the gain or loss realized by an investment portfolio containing several types of investments. Portfolio returns seek to meet the stated benchmarks, meaning a diversified portfolio of stock/bond holdings or a mix of the two asset classes.

Calculation of Portfolio Return with Example

For example, Ram has invested his savings into various asset class. He wants to know how much return he has made over the year on his entire portfolio. Let us see the calculation -