Step 1: Describe the long term recommended asset mix of your portfolio by indicating the percentage that is invested in each asset class:
Step 2: Press the calculate button to find your benchmark returns.
Step 3: If you know your annualized rate of return enter it in the one year, three year, and five year boxes below (use the actual total return, rather than the annualized return, for the "current month" and the calendar year to date). This will allow you to compare your actual performance with your benchmark. If you do not know your actual rate of return you should ask your financial advisor or calculate it using our return calculator.
Step 4: Press the compare button to compare your actual returns with your benchmark return.