Portfolio Toolbox
History doesn't always repeat itself, but it often rhymes. - Mark Twain

Backtest Portfolio

This backtesting tool allows you to compare historic performance of different portfolios of mutual funds / ETFs / stocks using a buy & hold or rebalancing strategy. While it is impossible to predict the future, comparing how two different portfolios performed relative to each other in different market conditions can provide useful statistics regarding past performance. You can specify initial dollar values or percentages. Dividends can be redirected or reinvested in advanced settings. Past performance is displayed on a timeline chart with CAGR, maximum drawdowns and expenses. This backtesting tool runs in your browser using JavaScript. As you add more symbols / portfolios to your backtest, it will take longer for your browser to calculate the chart.

Past performance is no guarantee of future returns. Increased risk provides no guarantee of return.