This calculator determines your portfolio's average rate of return between the start date and the end date. Be sure to include all contributions and withdrawals you have made over the period.

Start Date (mm/dd/yyyy)
Value of Portfolio on Start Date
End Date (mm/dd/yyyy)
Value of Portfolio on End Date
Contributions and Withdrawals between the Start Date and the End Date
Funds Added
to Portfolio
Funds Removed
from Portfolio
Average rate of return *  
*Note: for periods of less than one year the actual return is provided. For periods greater than one year, the averaged annualized return is provided.