Portfolio Growth by Rebalancing Frequency
Low-Cost Index / No Advisor
No Rebalancing
Portfolio drifts with market movements
- Final Value
- —
- Total Contributed
- —
- Total Gain
- —
- CAGR
- —
- Fees Paid
- —
- Taxes Paid
- —
- Est. Tax at Sale
- —
- After-Tax Value
- —
Quarterly Rebalancing
Target allocation restored every 3 months
- Final Value
- —
- Total Contributed
- —
- Total Gain
- —
- CAGR
- —
- Fees Paid
- —
- Taxes Paid
- —
- Est. Tax at Sale
- —
- After-Tax Value
- —
Annual Rebalancing
Target allocation restored once per year
- Final Value
- —
- Total Contributed
- —
- Total Gain
- —
- CAGR
- —
- Fees Paid
- —
- Taxes Paid
- —
- Est. Tax at Sale
- —
- After-Tax Value
- —
—
Disclaimer: This tool uses real historical data for educational purposes only.
Past performance does not guarantee future results. Market crash annotations (Dot-com, 2008 Financial Crisis,
COVID-19) mark approximate peak-to-trough start dates. Red-shaded regions mark periods of yield curve
inversion (10Y–2Y Treasury spread < 0, FRED T10Y2Y). This is not financial advice.
Always consult a qualified financial professional before making investment decisions.