Weighted Portfolio Return Calculator
The Weighted Portfolio Return Calculator allows DIY and retail investors to calculate the total % change of their portfolios, including ETF'S, mutual funds, index funds, and other investments. Enter NAV % changes for any period-from daily updates to 10+ years, specify each fund's weight, and instantly see the weighted portfolio return. Your inputs are saved for future visits.
Tip! - We remember your weights and last % change so you can return to use the calculator as often as you like
| Fund | Weight (%) | Fund Change (%) |
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How to use the Weighted Portfolio Return Calculator
Track your portfolio accurately by weighting each investment. This calculator works for ETF'S, mutual funds, index funds, and other investments over any period-from short-term daily % changes to long-term multi-year performance.
Step-by-Step Instructions
- Click "+ Add Fund" or "- Remove Fund" to include each investment in your portfolio.
- Enter the weight (%) for each fund or asset.
- Input the % change for the chosen time period (negative values allowed). Ensure you use the same period for each fund or asset.
- Click "Calculate" to see your total weighted portfolio return instantly.
Tip! - The total weight sum increases as you add entries so you can see if it aligns with your portfolio. You may track 100% or be in 80/20 or 60/40 portfolios where you might not need to track the bond allocation.
Why Weighted Returns Are Important
Weighted returns provide a realistic view of portfolio performance. In a simple or DIY portfolio, larger positions have a greater impact on total return. This is true whether tracking mutual funds, index funds, or other holdings over days, months, or years.
Tips for DIY Investors
Regularly update your fund % changes and weights for accurate tracking. Use the reset buttons to start fresh when needed. For a detailed approach to managing multiple funds, see our DIY Portfolio Tracking Guide, which helps investors track weighted returns efficiently.
Related Guides
- DIY Portfolio Tracking for Beginners - Track portfolio performance, calculate weighted returns, and manage investments efficiently.
- Dividend Yield & Income Explained - Learn how to calculate dividend yield and forecast income from stocks and funds.
Frequently Asked Questions
What is a weighted portfolio return?
It’s the total return of a portfolio where each fund's change is multiplied by its weight, giving a realistic measure of performance.
Can I calculate returns for any period?
Yes, enter % changes for daily, monthly, yearly, or multi-year periods up to 10+ years.
Is this suitable for mutual funds and index funds?
Yes, it works for ETF's, mutual funds, index funds, and other similar investments. It can be used on stocks, bonds etc.
How many funds can I track?
You can add up to 20 funds and instantly see the weighted portfolio return.
Is this calculator suitable for DIY investors?
Yes, retail and DIY investors can track simple or complex portfolios and monitor performance over any time horizon.