Search
Investment & RetirementIntermediate12 min

Investment Return Analysis

Evaluate investment performance and compare options

Calculate annualized returns to compare investments with different time horizons.

Use scenario planning to test best-case, expected, and worst-case returns for your portfolio.

Diversify Strategically

Spread investments across asset classes and rebalance periodically using the calculator insights.

Track fees and taxes in your return calculations to measure net performance accurately.