Can I compare more than one asset class at a time?

Yes, you can select multiple asset classes from the list; the tool will rank them by their rolling return performance during your chosen period.

What does the rolling return period control?

The rolling return period determines the time window used to calculate each asset class's performance; periods range from 1 to 20 years.

Are the returns inflation-adjusted?

The tool offers nominal CAGR or absolute return calculations; it does not appear to provide automatic inflation adjustment, so real returns would need separate calculation.

Where does the return data come from?

The source data for the asset class returns is provided by Portfolio Visualizer, which compiles historical index performance.

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Asset Class Comparison Tool

Provided byPortfolio Toolboxportfoliotoolbox.com

The Asset Classes tool shows a periodic‑table style view of asset class rolling returns. You can pick asset classes, ...

One of 5 options for Asset Class Comparison Tool

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Screenshot of Asset Class Comparison Tool on Portfolio Toolbox — portfoliotoolbox.comOpen the live tool →

About this tool

What Asset Class Comparison Tool does

The Asset Class Comparison Tool on Portfolio Toolbox presents a periodic-table-style view of historical asset class performance. Users can select specific asset classes and set a rolling return period from 1 to 20 years to see either annualized CAGR or absolute returns. The interface ranks asset classes by performance during the chosen timeframe, allowing side-by-side comparisons of diverse categories such as US stock market indices, bonds, REITs, gold, and commodities. Data originates from Portfolio Visualizer, and the site notes it is for educational purposes only, without personalized financial advice.

Step by step

How to use the Portfolio Toolbox Asset Class Comparison Tool

1
Open the Asset Class Comparison Tool on Portfolio Toolbox
2
Select the desired asset classes from the available list
3
Choose a rolling return period between 1 and 20 years
4
View the ranked results showing CAGR or absolute returns for the selected timeframe

Is it right for you

Best for

Investors and students who want a visual, interactive way to compare historical performance across many asset classes without building a model from scratch.

Limitations

Educational only, not personalized financial advice
Results depend on historical index data availability
No unit switching or inflation-adjustment options beyond what the source provides

Questions

Asset Class Comparison Tool FAQ

Can I compare more than one asset class at a time?: Yes, you can select multiple asset classes from the list; the tool will rank them by their rolling return performance during your chosen period.
What does the rolling return period control?: The rolling return period determines the time window used to calculate each asset class's performance; periods range from 1 to 20 years.
Are the returns inflation-adjusted?: The tool offers nominal CAGR or absolute return calculations; it does not appear to provide automatic inflation adjustment, so real returns would need separate calculation.
Where does the return data come from?: The source data for the asset class returns is provided by Portfolio Visualizer, which compiles historical index performance.

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