Portfolio Mix
Compare different investment portfolios and their expected returns based on historical data
Portfolio A
50%
30%
10%
10%
0%
0%
Expected Annual Return: 7.2%
Risk (Volatility): 12.5%
Sharpe Ratio Base Rate 4%
Expected Return Scenarios
Optimistic (+1σ) +19.7%
Balanced (Expected) 7.2%
Pessimistic (-1σ) -5.3%
Portfolio B
35%
25%
15%
20%
5%
0%
Expected Annual Return: 8.1%
Risk (Volatility): 15.2%
Sharpe Ratio Base Rate 4%
Expected Return Scenarios
Optimistic (+1σ) +23.3%
Balanced (Expected) 8.1%
Pessimistic (-1σ) -7.1%
Portfolio C
25%
10%
5%
40%
20%
0%
Expected Annual Return: 15.0%
Risk (Volatility): 25.8%
Sharpe Ratio Base Rate 4%
Expected Return Scenarios
Optimistic (+1σ) +40.8%
Balanced (Expected) 15.0%
Pessimistic (-1σ) -10.8%
Investment Parameters
Projected Results
Portfolio A
$1,234,567
Final Value
Portfolio B
$1,456,789
Final Value
Portfolio C
$2,345,678
Final Value
Best Performance
Portfolio C
Highest Return
Portfolio Performance Comparison
Asset Allocation Comparison
This calculator provides estimates only. Results are for informational purposes and should not be considered financial advice. No guarantees are made regarding accuracy or suitability for your specific circumstances. Actual values may vary based on individual circumstances and current market conditions. Please consult with a qualified financial advisor or professional for personalized advice.