Expected Return Calculator

Calculate the expected return of a portfolio based on asset weights and their expected returns.

About Expected Return

The expected return of a portfolio is the weighted average of the expected returns of its assets. This tool calculates the portfolio’s expected return by multiplying each asset’s weight by its expected return and summing the results. Weights must sum to 1 (100%).

Example: For two assets with weights 40% (0.4) and 60% (0.6), and expected returns 8% (0.08) and 12% (0.12), the expected return is (0.4 × 0.08) + (0.6 × 0.12) = 0.104 or 10.4%.

Input Fields

Provide the following details to calculate your portfolio’s expected return:

• Number of Assets: The number of assets in your portfolio (1–10).
• Asset Weights: The proportion of the portfolio allocated to each asset (e.g., 0.4 for 40%). Weights must sum to 1.
• Expected Returns: The expected annual return for each asset (e.g., 0.08 for 8%).

Number of Assets (1–10):

Asset 1

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Asset 2

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Asset 3

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Asset 4

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Asset 5

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Asset 6

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Asset 7

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Asset 8

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Asset 9

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Asset 10

Weight (e.g., 0.4 for 40%):

Expected Return (e.g., 0.08 for 8%):

Clear

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