You can use this calculator
to compare the result of doing annual portfolio rebalancing with the
result of not
doing it. You can use real historical rates of return
or hypothetical ones. The portfolio in this
calculator can consist of up to 10 mutual funds.
Note:
Custodian commission and advisory fee (if any)
are not taken into consideration in this calculator. Capital gain tax (if any)
is not
considered.
The time order of each fund's yearly rates of return should be
consistent with one another. You can enter the rates of return in
chronological order (e.g., 1995, 1996, ..., 2008) or reverse
chronological order (e.g., 2008, 2007, ..., 1995).