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Recommended for a first look
Start with an example
See a complete report without preparing anything. The example is an illustrative fund built from ten years of made-up monthly returns. It is not a real fund and not a recommendation.
The first run takes about 15 seconds on a computer, and up to a minute on a phone, while the calculator loads.
What you'll see
- How much it grew over ten years
- Its biggest drop, and how long recovery took
- How much it typically moved in a year
- How far you can trust the numbers
- Every detailed measurement, with charts
Use my investment data
You need the investment's return for each month. Upload a CSV or Excel file, or paste a table copied from a spreadsheet or a factsheet.
Drag your file here
or
CSV or Excel (.csv, .xlsx), up to 5 MB. One row per month, with a date and that month's return, written as a percentage (1.5) or a decimal (0.015). We work out which.
Copy the cells straight from a spreadsheet, or a monthly returns table from a factsheet. Two layouts work: a date and a return on each row, or a Year column with one column per month (Jan to Dec). Include the header row.
Your data is analyzed in this browser tab. It is never uploaded, stored or shared.
Where do I find monthly returns?
On the factsheet
Many factsheets print a table of monthly returns, a row per year and a column per month. Copy the whole table, including the header row, and paste it here.
In the annual or semi-annual report
Look for a performance section. If it only gives one figure per year, that isn't enough: the tool needs a return for each month.
From your broker or platform
Some platforms let you download an investment's history as a spreadsheet. Look for a download or export option on its performance or price page.
On the provider's website
The investment's own page sometimes offers its performance history as a download. Ask the provider for monthly returns if you can't find them.
Only have prices? OpenFactsheet analyzes returns, not prices or unit values. If you give it prices, it says so rather than guessing. Check before or after fees: returns after all fees (net) are what an investor actually received.
Illustrations are generic mock-ups, not any real provider's pages.
What should my file look like?
Two columns, one row per month, oldest first:
| date | return |
|---|---|
| 2015-01-31 | 0.007273 |
| 2015-02-28 | -0.003389 |
| 2015-03-31 | -0.032061 |
| 2015-04-30 | 0.022649 |
| 2015-05-31 | 0.011498 |
| … | |
A table with a Year column and one column per month (Jan to Dec) works too, like the ones printed in many factsheets.
Download the example file to see the layout: