What is an inflation-adjusted return?
Inflation-adjusted return (real return) subtracts the inflation rate from nominal returns to show the true future purchasing power of your money.
How to Use Investment Portfolio Return Calculator
Step 1: Initial Principal
Enter starting portfolio balance.
Step 2: Monthly Deposits
Enter ongoing monthly contributions.
Step 3: Time Horizon
Choose investment holding period in years.
Step 4: Compare Scenarios
See side-by-side growth comparisons for different return rates.
Key Features & Capabilities
- Side-by-side scenario comparison (Conservative, Moderate, Aggressive)
- Inflation-adjusted real purchasing power projection
- Interactive multi-year compounding graph
Frequently Asked Questions
What is considered a balanced asset allocation?
A balanced portfolio traditionally holds around 60% equities for long-term capital growth and 40% fixed-income bonds for volatility damping.
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