Stock Bonds Cash Calculator

Using historical returns, this stock bonds cash calculator compares how the three main asset classes have performed over time.


Diversification is a powerful tool to improve returns while reducing investment risk.

In this Stock Bonds Cash calculator, Canadian stocks are represented by the S&P/TSX Total Return Index. U.S. stocks are represented by the S&P 500 Total Return Index in Canadian dollars. Bonds are represented by the Canada 10 Year Total Return Government Box Index. Cash is represented by the Canada Total Returns TBill Index.

Historical perspective calculators help to provide insight into how a security or market has reacted to a variety of different variables. Companion calculators include:

Time to Recover
Staying Invested
Stocks and Holding Periods
Diversify and Protect

Stock Bonds Cash Calculator

Companion Infographic

While short-term downturns occur in the markets, the long-term trend has been firmly upward.  This FreshPlan infographic illustrates the historical performance of the S&P/TSX Total Return Index from 1969 to 2022.

Market Volatility infographic


These consumer-facing financial calculators can be embedded in your web site quickly and easily.

Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.

Calculators are available in English and French. 

The calculators can be viewed for free up to five (5) times.
To use the full-featured versions of these calculators in FreshPlan, please contact us.

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