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Tools

Investment Performance Calculator

Made By: SLCG Economic Consulting Staff

Step 1: Enter Date & Value.

Out of Pocket Profit or Loss is the change in the value of an account adjusted for any deposits and withdrawals . The SLCG Economic Consulting Investment Performance Calculator makes it easy to calculate your out-of-pocket profit or loss. Just enter your account value on a Start Date after 1/4/1993 and your account value on an End Date before 8/9/2022. Alternatively, click the "See Sample Data" button to see our example in action.

Start Date (mm/dd/yyyy):
End Date (mm/dd/yyyy):
Start Value ($):
End Value ($):

Step 2: Enter Deposits & Withdrawals.

Next, enter up to 10 deposits of cash or securities and up to 10 withdrawals of cash or securities. You don't have to enter purchases or sales or dividends or interest. Just enter any new cash or securities you put into or took out of the account.

Cash & Securities Deposited

 

Date

(mm/dd/yyyy)

Amount

($)

A checkmark will appear if the page validates correctly.

1.

A checkmark will appear if the page validates correctly.

2.

A checkmark will appear if the page validates correctly.

3.

A checkmark will appear if the page validates correctly.

4.

A checkmark will appear if the page validates correctly.

5.

A checkmark will appear if the page validates correctly.

6.

A checkmark will appear if the page validates correctly.

7.

A checkmark will appear if the page validates correctly.

8.

A checkmark will appear if the page validates correctly.

9.

A checkmark will appear if the page validates correctly.

10.

Cash & Securities Withdrawn

 

Date

(mm/dd/yyyy)

Amount

($)

A checkmark will appear if the page validates correctly.

1.

A checkmark will appear if the page validates correctly.

2.

A checkmark will appear if the page validates correctly.

3.

A checkmark will appear if the page validates correctly.

4.

A checkmark will appear if the page validates correctly.

5.

A checkmark will appear if the page validates correctly.

6.

A checkmark will appear if the page validates correctly.

7.

A checkmark will appear if the page validates correctly.

8.

A checkmark will appear if the page validates correctly.

9.

A checkmark will appear if the page validates correctly.

10.


Step 3: Enter Benchmark Asset Allocation.

You may want to know how your account's investment performance compared to well diversified portfolios of stocks, bonds and cash during the same time period. Choose from one of the stylized asset allocations below or specify your own preferred comparison allocation.

Stocks (%)

  % + 

Bonds (%)

  % + 

Cash (%)

  % = 

Total (%)
0 %

Step 4: Results

Finally, press Get Results and your investment performance will be reported below.

Contact us for more information:  info@slcg.com

Disclaimer: SLCG Economic Consulting, LLC does not offer advice or solicits investment advisory clients through this website.
The SLCG Economic Consulting Investment Performance Calculator is offered solely for educational purposes. For advice, please consult your financial adviser or legal professional.