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Backtesting
How does your portfolio stack up?
A new take on rolling returns...
| YTD 7/7/2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| 16.80% | 29.36% | 59.83% | 62.83% | 55.12% |
| 12.98% | 27.19% | 56.85% | 2.20% | 40.09% |
| 9.64% | 26.66% | 38.47% | -2.07% | 31.62% |
| 7.70% | 24.76% | 25.94% | -11.81% | 30.33% |
| 7.09% | 22.48% | 16.38% | -13.70% | 28.36% |
| 5.23% | 18.97% | 13.20% | -14.52% | 16.37% |
| 5.12% | 16.07% | 11.36% | -15.59% | 9.46% |
| 2.98% | 4.70% | 4.13% | -18.22% | 8.73% |
| 2.21% | 4.25% | 3.04% | -26.12% | 8.34% |
| -2.13% | -0.57% | 0.95% | -38.30% | 4.75% |
| -4.30% | -5.23% | -0.27% | -38.72% | 1.92% |
| -6.94% | -12.25% | -2.61% | -41.02% | -9.50% |
Retirement Calculator
Time in the market is more important than timing the market.
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About Portfolio Toolbox
Portfolio Toolbox is a collection of personal finance tools and investment insights to empower you to make informed choices about your long-term financial goals. Our site is targeted to Do It Yourself™ investors and individuals interested in becoming one. By dedicating some time to learning about investing, you can enhance your decision-making skills, potentially leading to an earlier and more prosperous retirement.
Thank you for visiting us, and we hope you find our site valuable.
Past performance is no guarantee of future returns. Increased risk provides no guarantee of return.