Rate of Return & Costs

If you only invest in one asset type (Stocks, Bonds, GICs, etc.) estimating your rate of return is fairly straightforward. But, what if you invest differing amounts in two or more asset types? Calculating your rate of return isn’t so easy is it? The rate of return and costs calculator can help determine what your net rate of return is on your investments.

Investment Portfolio Values:

Amount in taxable accounts ($):		Current value of investment portfolio:
Amount in registered accounts ($):
Amount in TFSA accounts ($):

Target Asset Allocation:

Percentage invested in Fixed Income Investments (%):		Amount to be invested ($):
Percentage invested in Growth Investments (%):		Amount to be invested ($):
Percentage invested in Cash-like Investments (%):		Amount to be invested ($):

Expected Annual Rate of Return

Earned by your Fixed Income (%):		Your Est. Annual Earnings ($):
Earned by your Growth Income (%):		Your Est. Annual Earnings ($):
Earned by your Cash-like Income (%):		Your Est. Annual Earnings ($):
Your portfolio’s estimated annual rate of return (%):		Portfolio Total ($):

Estimated Annual Investment Costs

Fixed Income Investment Costs (%):		Fixed income investments will cost you ($):
Growth Investment Costs (%):		Growth investments will cost you ($):
Cash-like Investment Costs (%):		Cash-like investments will cost you ($):
Number of trades per year:
Cost per trade ($):		Annual transaction costs ($):
Your portfolio’s estimated annual investment costs (%):		Total Costs ($):