{"id":3678,"date":"2020-10-10T06:10:00","date_gmt":"2020-10-10T10:10:00","guid":{"rendered":"http:\/\/staging-prblog.paladinregistry.com\/blog\/?p=3678"},"modified":"2024-08-28T06:02:51","modified_gmt":"2024-08-28T10:02:51","slug":"calculate-investment-performance-expectations","status":"publish","type":"post","link":"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/","title":{"rendered":"How to Calculate Your Investment Performance Expectations"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"alignleft\"><a href=\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2014\/04\/calculate-investment-performance-expectations.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"206\" src=\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2014\/04\/calculate-investment-performance-expectations-300x206.jpg\" alt=\"Business man hand drawing  graph\" class=\"wp-image-3682\" srcset=\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2014\/04\/calculate-investment-performance-expectations-300x206.jpg 300w, https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2014\/04\/calculate-investment-performance-expectations-1024x705.jpg 1024w, https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2014\/04\/calculate-investment-performance-expectations.jpg 1669w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/figure><\/div>\n\n\n<p>What are your investment performance expectations? The answer should be based on your needs and several&nbsp;variables (expenses, inflation) that impact your net results and the achievement of your goals.<\/p>\n\n\n\n<p>Establishing realistic, achievable expectations is more complicated than you may think.&nbsp; Make sure you read our eBook,&nbsp;<a rel=\"noopener noreferrer\" href=\"http:\/\/www.paladinregistry.com\/ebooks\/how-to-calculate-your-investment-performance-expectations?utm_source=landing%20page&amp;utm_medium=ebook&amp;utm_campaign=calculate%20investment%20performance%20expectations\" target=\"_blank\">How to Calculate Your Investment Performance Expectations<\/a>&nbsp;and use our worksheet to develop yours.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_68_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-69d9779d3745f\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-69d9779d3745f\"  aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#Consider_9_Things_While_Calculating_Your_Investment_Performance_Expectation\" title=\"Consider 9 Things While Calculating Your Investment Performance Expectation\">Consider 9 Things While Calculating Your Investment Performance Expectation<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#1_Performance_Promises\" title=\"1. Performance Promises\">1. Performance Promises<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#2_Your_Performance_Expectations\" title=\"2. Your Performance Expectations\">2. Your Performance Expectations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#3_Assumptions\" title=\"3. Assumptions\">3. Assumptions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#4_Advisor_Acknowledgement\" title=\"4. Advisor Acknowledgement\">4. Advisor Acknowledgement<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#5_Investment_Expenses\" title=\"5. Investment Expenses\">5. Investment Expenses<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#7_Distribution_Requirements\" title=\"7. Distribution Requirements\">7. Distribution Requirements<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#_8_Tax_Assumptions\" title=\"&nbsp;8. Tax Assumptions\">&nbsp;8. Tax Assumptions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#9_Risk_Tolerance\" title=\"9. Risk Tolerance\">9. Risk Tolerance<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Consider_9_Things_While_Calculating_Your_Investment_Performance_Expectation\"><\/span>Consider 9 Things While Calculating Your Investment Performance Expectation<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Performance_Promises\"><\/span>1. <strong>Performance Promises<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Did you know that a performance promise is a frequently used sales tactic by financial advisors because it appeals to your need for results?<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Your_Performance_Expectations\"><\/span>2. Your Performance Expectations<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Understand what characteristics performance expectations should be based on.&nbsp;&nbsp;It should be a well thought-out process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Assumptions\"><\/span>3. Assumptions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Your performance expectation is based on several assumptions that reflect your needs and the various forms of erosion: expenses, inflation, distributions, and taxes. Your expectation should include a premium return that increases the real value of your assets over time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Advisor_Acknowledgement\"><\/span>4. Advisor Acknowledgement<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>More sophisticated fee advisors will be able to provide input for your assumptions and help you select an appropriate premium return.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Investment_Expenses\"><\/span>5. Investment Expenses<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If you know your actual expenses, you can estimate the expenses, or your <a href=\"https:\/\/www.paladinregistry.com\/find\/search-for-local-financial-advisors\">financial advisor<\/a> can provide the information. This is an important assumption because <a rel=\"noopener noreferrer\" href=\"http:\/\/www.paladinregistry.com\/investing\/investment-expenses\" target=\"_blank\">investment expenses<\/a>&nbsp;impact your net performance.<\/p>\n\n\n\n<style type=\"text\/css\">\r\n  .articles-ad-page {\r\n   border-top: 1px solid #ADADAD;\r\n   border-bottom: 1px solid #ADADAD;\r\n   padding: 15px 0;\r\n   margin-bottom: 10px;\r\n   display: block;\r\n  }\r\n\t.articles-ad-page {padding: 10px 5px; border-top: 1px solid #BEBEBE; border-bottom: 1px solid #BEBEBE; margin-bottom: 20px;\t}\r\n\t.articles-ad-page img {float: left; margin-right: 20px; max-width: 140px; margin-top: 5px; margin-bottom: 5px; border-radius: 0;}\r\n\t.articles-ad-page .txt {line-height: 21px; margin-bottom: 0; font-size: 14px; margin-top: 4px; }\r\n  .articles-ad-page .txt p{font-size: 14px;}\r\n  .articles-ad-page .txt p a{color: #035184 !important; font-weight: bold; text-decoration: none;}\r\n  .spocored-text{color: #cac5c5; font-weight: 500; float: right; font-size: 12px;}\r\n  .wa-text{color: #183a68; font-weight: bold; float: left; font-size: 12px;}\r\n  .articles-ad-page .alignleft{ float:left!important;}\r\n  .txt-head{margin-bottom: 2px; text-align: left; margin-top: -6px;}\r\n  .txt-text{margin-bottom: 14px;}\r\n  @media screen and (max-width:767px) and (min-width:320px){\r\n      .articles-ad-page .txt-head {margin-top: -15px; float: left; width: 50%;}\r\n      .articles-ad-page .txt {width: 100% !important; margin-top: 12px;}    \r\n      .articles-ad-page { display: block;}\r\n    }\r\n  @media screen and (max-width: 360px) and (min-width: 320px){\r\n    .articles-ad-page .txt-head a {\r\n        font-size: 16px!important;\r\n        line-height: 16px!important;\r\n    }\r\n    .articles-ad-page .txt-head{\r\n        margin-right: 14px;\r\n            width: 45%;\r\n    } \r\n    .articles-ad-page img{ margin:0 10px 10px 0px!important;}\r\n  }\r\n<\/style>\r\n\r\n\r\n<p><span class=\"spocored-text\" >SPONSORED<\/span> <span  class=\"wa-text\">WISERADVISOR<\/span><\/p>\r\n<div class=\"clearfix\"><\/div>\r\n<div class=\"Articles-ad-page\"><img decoding=\"async\" class=\"alignleft-new\" style=\"margin-top: 0px;\" src=\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2023\/03\/ads-image-1.jpg\" alt=\"ad_article\" width=\"\" height=\"\"><p><\/p>\r\n<div class=\"txt-new\">\r\n<p style=\"margin-bottom: 22px;\"> <a href=\"https:\/\/www.wiseradvisor.com\/match_advisors.asp?kwd=paladin-blog-ad-calculate-investment-performance-expectations&amp;utm_medium=middle\" style=\"color:#035184;     font-size: 20px;font-weight: 700; text-decoration: none;\" target=\"_blank\" rel=\"noopener noreferrer\">Need a financial advisor? Compare vetted experts matched to your needs. Compare credentials and fees.<\/a><\/p>\r\n<p>Choosing the right financial advisor is daunting, especially when there are thousands of financial advisors near you. We make it easy by matching you to vetted advisors that meet your unique needs. Matched advisors are all registered with FINRA\/SEC.  <a href=\"https:\/\/www.wiseradvisor.com\/match_advisors.asp?kwd=paladin-blog-ad-calculate-investment-performance-expectations&amp;utm_medium=middle\" target=\"_blank\" style=\"font-weight: 700;    color: #035184;\" rel=\"noopener noreferrer\">Click to compare vetted advisors now.<\/a><\/p>\r\n<\/div>\r\n<div class=\"clearfix\"><\/div>\r\n<\/div>\r\n\r\n\r\n\n\n\n\n<p>Why include inflation in your performance expectation? Inflation erodes the purchasing power of your assets. That is a big deal if you are investing long-term, for example <a href=\"http:\/\/www.paladinregistry.com\/retirement\/retirement-in-america\" target=\"_blank\" rel=\"noopener noreferrer\">retirement assets<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_Distribution_Requirements\"><\/span>7. Distribution Requirements<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If you are retired you may be taking distributions to help cover your expenses. By offsetting distributions with performance, you reduce your risk of prematurely invading your principal.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"_8_Tax_Assumptions\"><\/span>&nbsp;8. Tax Assumptions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Are&nbsp;all of your assets&nbsp;held in tax-deferred accounts (IRAs) or are&nbsp;your assets&nbsp;held in taxable accounts where you will incur taxes for dividend and interest income and transactions that produce realized capital gains?<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"9_Risk_Tolerance\"><\/span>9. Risk Tolerance<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>It&#8217;s simple. If you want higher returns you have to accept higher risk. If you want lower risk you have to accept lower returns.&nbsp;&nbsp;Understand how this risk\/reward relationship governs how performance and risk interact with each other over longer&nbsp;time periods.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What are your investment performance expectations? The answer should be based on your needs and several&nbsp;variables (expenses, inflation) that impact your net results and the achievement of your goals. Establishing realistic, achievable expectations is more complicated than you may think.&nbsp; Make sure you read our eBook,&nbsp;How to Calculate Your Investment Performance Expectations&nbsp;and use our worksheet to develop yours. Consider 9 Things While Calculating Your Investment Performance Expectation 1. Performance Promises<\/p>\n","protected":false},"author":2,"featured_media":3682,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[395],"tags":[],"class_list":["post-3678","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Calculate Your Investment Performance Expectations?<\/title>\n<meta name=\"description\" content=\"What are your investment performance expectations? 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Establishing realistic, achievable expectations is more complicated than you may think.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/\" \/>\n<meta property=\"og:site_name\" content=\"Paladin Registry Blog\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.facebook.com\/PaladinRegistry\" \/>\n<meta property=\"article:published_time\" content=\"2020-10-10T10:10:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-28T10:02:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2014\/04\/calculate-investment-performance-expectations.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1669\" \/>\n\t<meta property=\"og:image:height\" content=\"1150\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jack Waymire\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@PaladinRegistry\" \/>\n<meta name=\"twitter:site\" content=\"@PaladinRegistry\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jack Waymire\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/\",\"url\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/\",\"name\":\"How to Calculate Your Investment Performance Expectations?\",\"isPartOf\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/investing\/calculate-investment-performance-expectations\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.paladinregistry.com\/blog\/wp-content\/uploads\/2014\/04\/calculate-investment-performance-expectations.jpg\",\"datePublished\":\"2020-10-10T10:10:00+00:00\",\"dateModified\":\"2024-08-28T10:02:51+00:00\",\"author\":{\"@id\":\"https:\/\/www.paladinregistry.com\/blog\/#\/schema\/person\/4f94af521e23212d5ffd08618ecb46c0\"},\"description\":\"What are your investment performance expectations? 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