SIDE-BY-SIDE COMPARISONThis standalone calculator helps you compare your portfolio against the metrics of another portfolio in terms of a rate of return and standard deviation. By evaluating what you have and what you could have, investors can easily see the benefits of diversifying and lowering risks.
This calculator is for illustration only and is not intended to constitute investment advice. This calculator should not be used to determine which securities to buy or sell, or when to buy or sell them. It is not intended to be used to assist any person in making his or her own decisions as to which securities to buy or sell, or when to buy or sell them, without individual consultation with a registered investment professional, as there are limitations and difficulties inherent in the use of this calculator. These limitations and difficulties include the fact that the calculator does not take into consideration individual investment objectives, financial situation, tax status, retirement ages, estate planning goals, health considerations and future medical needs.