Performance comparison

Use this tool to get an indication of how your portfolio is doing versus a set of performance benchmarks designed to evaluate investment portfolios based on their risk level.

Choose currency

EUR GBP USD

Select a benchmark

Low Risk

Approximately 30% equities Medium Risk

Approximately 60% equities High Risk

Approximately 80% equities

Enter your portfolio value

Value of portfolio at start of period

Value of portfolio at end of period

Click here to enter a net return instead

Enter the period of time

Start date

End date

Market benchmark

Your return

How you compared

In producing each report, Findawealthmanager.com uses certain information which has been supplied to it by third parties. Although any statements of fact and data have been obtained from, and are based upon, sources which the Company believes to be reliable, the Company does not guarantee its accuracy. Any such information may be incomplete or condensed.

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