Investment Calculators

Returns, compounding, portfolios, bonds and asset allocation.

13 calculators in this category.

• Annualized Return Calculator — Convert a total return over any period into an equivalent annual rate.
• Asset Allocation Calculator — Suggest a stock and bond split based on age and risk tolerance.
• Bond Duration Calculator — Calculate Macaulay and modified duration to measure interest rate sensitivity.
• Bond Price Calculator — Calculate a bond price from its coupon, yield and time to maturity.
• Bond Yield Calculator — Calculate current yield and yield to maturity from a bond price.
• Inflation-Adjusted Return Calculator — Convert a nominal return into a real return after inflation.
• Investment Fee Calculator — See how much management fees cost you over the life of an investment.
• Investment Growth Calculator — Project investment growth year by year, with contributions that can step up annually — see the full compounding schedule, not just the final number.
• Portfolio Allocation Calculator — See current portfolio weights and the drift from your target allocation.
• Portfolio Rebalancing Calculator — Work out exactly what to buy and sell to return to your target allocation.
• Portfolio Return Calculator — Calculate the weighted return of a portfolio from its holdings.
• Portfolio Risk Calculator — Calculate portfolio volatility from asset volatilities, weights and correlation.
• Total Return Calculator — Combine capital growth and income into a single total return figure.