Investment Holding Periods Infographic
Investment Holding Periods Infographic The Investment Holding Periods infographic illustrates how different portfolio combinations perform over time. Designed to help start the conversation about risk and return, the infographic speaks to the best, worst and average returns. Using historical data, discover the best, worst and average returns of investment portfolio types over time. The best,...
Rate of Return Odds
Discover how different investment portfolios and holding periods affect the odds of reaching a target rate of return.
Stocks and Holding Periods
Discover how longer holding periods reduce the range of best and worst returns on stocks using data from 1947 to 2021.
Diversify and Protect Calculator
Discover how diversification can reduce the impact of a market decline on your portfolio.
Stock Bonds Cash Calculator
With the benefit of historical returns, compare how the three main asset classes have performed over time.
Time to Recover Calculator
Calculate how long it will take your portfolio to recover from a market downturn.
Stay Invested Calculator
Calculate how missing the best performing months in the stock market can affect investment growth.