Portfolio Return Calcolator (after crises)
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Key Features:
- Portfolio Allocation: Choose from a selection of asset classes, including major stock indices (S&P 500, MSCI World, etc.), bonds, and commodities.
- Historical Crisis Analysis: Calculate portfolio returns based on the start of key economic crises such as the 2008 financial crisis, the 2010 European sovereign debt crisis, Brexit in 2016, the 2020 COVID-19 pandemic, and the 2022 Russia-Ukraine war.
- Customizable Allocations: Adjust portfolio weights to suit specific investment strategies and calculate returns accordingly.
- Time Horizon Selection: Analyze portfolio performance based on data from different start dates, aligned with historical crises, to see how each asset performed during each event.
- Performance Data: Visualize and explore asset performance during crises with interactive charts.
- Return Calculations: Get average annual returns based on historical data from Yahoo Finance and calculate the impact of asset allocations during crises.
Usage:
- Set Up Your Portfolio: Choose the assets you want to include in your portfolio and allocate a percentage to each asset. The sum of all allocations must equal 100%.
- Choose a Crisis Event: Select a start date corresponding to a major economic crisis. This determines the time period over which performance is analyzed.
- View Historical Performance: View a detailed analysis of asset returns, including performance metrics during crises and visual charts.
- Download Results: For a more in-depth review, download the performance data and crisis details in a user-friendly format.